Insurance Account Coordinator
- Saskatoon, SK
- Permanent
- Full-time
Are you detail-oriented, proactive, and motivated to make a difference? As an Insurance Account Coordinator, you'll be at the center of a client-focused team, helping deliver customized life insurance solutions for some of Canada's most successful business leaders.
This role is more than administration-it's about shaping outcomes that matter. You'll collaborate with advisors and managers, oversee key processes, and ensure every client experience reflects accuracy, professionalism, and care.What You'll Do
- Support client success: Manage and implement life insurance policies that create long-term value.
- Master the details: Prepare and maintain documentation, complete forms, and update CRM systems with precision and compliance.
- Keep momentum: Coordinate with internal teams, monitor timelines, and ensure smooth execution of client files.
- Contribute to strategy: Assist with modeling solutions, preparing renewals, and supporting planning discussions.
- Be proactive: Anticipate needs, resolve challenges, and take initiative to strengthen team performance.
- A certificate or diploma in Accounting, Finance, Business Administration, or a related field.
- Experience in financial services, insurance, accounting, or administrative support.
- LLQP completion is an asset.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint).
- Exceptional attention to detail, strong organizational skills, and a client-first mindset.
- Clear, professional communication skills with a collaborative approach.
- A proactive, solutions-oriented attitude.
We offer:
- Competitive compensation and benefits package
- Professional development and career advancement opportunities
- A collaborative, fast-paced, and supportive workplace
- The chance to deliver meaningful solutions that make a lasting impact for clients