Client Care Specialist, Life Insurance

3 days ago

North York, Canada MNP Insurance Full time

We are seeking a highly capable and self-motivated **Client Service Specialist** to join **MNP Insurance Solutions**. In this role, you will work alongside our partners and client service team to deliver a superior client experience throughout the life insurance planning process.

**To be successful in this role, you must**:

- Have direct experience working with clients and insurance carriers
- Be fully independent and able to manage tasks with limited supervision
- Understand the end-to-end life insurance process, including underwriting, compliance, policy issue, and ongoing servicing
- Be proficient in Word, Excel, Outlook, and OneSpan

**Key Responsibilities**:

- Coordinate all underwriting requirements including medicals, financials, and third-party documentation
- Act as a key liaison between clients, their advisory teams, and insurance carrier
- Provide proactive support on in-force policy servicing, including changes and annual reviews
- Maintain accurate client data in CRM systems
- Collaborate with MNP partners and the broader client service team to ensure a seamless and high-touch client experience

**What You Bring**:

- 5-8 years of experience in life insurance
- Ability to work independently, learn quickly, and take ownership of tasks
- Familiarity with life insurance products such as whole life, universal life, and term
- Excellent communication, organizational, and client service skills
- Advanced proficiency in Microsoft Office Programs: Excel, Word, PowerPoint and Outlook
- Experience with APEXA, Life Guide, OneSpan, and Carrier systems is an asset
- LLQP license is preferred but not required

**Why Join MNP Insurance Solutions**:

- Be part of one of Canada’s most respected professional services firms
- Join a growing, nationally integrated team focused on delivering meaningful planning to sophisticated clients
- Competitive salary and comprehensive benefits
- Opportunities for professional growth and advancement

With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply

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