Insurance Administrator

At Chronicle Wealth, we deliver personalized, independent wealth counsel to some of Canada’s most successful families, business owners, and professionals. Our multidisciplinary team excels in designing sophisticated solutions that integrate investment, tax, risk management, and estate planning. With a mission to simplify and improve our clients’ financial lives, we empower them to focus on their priorities, be it family, business, or other passions.

Your Role

Chronicle Wealth is seeking an Insurance Administrator to join our growing team. This role supports the full lifecycle of insurance business—new applications, underwriting coordination, policy servicing, licensing/CE tracking, and operational support—and serves as a key resource to Chronicle Wealth Advisors, and the financial planning team.

This role is ideal for someone who enjoys being the backbone of operational execution. You are a highly organized, detail-oriented professional who communicates clearly, is passionate about delivering exceptional client experiences, and proactively anticipates and solves problems.

Key Responsibilities

New Business Case Coordination

• Manage the end-to-end new business process for life, disability, and critical illness insurance applications.
• Coordinate underwriting requirements, track outstanding items, and follow up proactively with clients, Advisors, and carriers.
• Update internal files and CRM records with accurate notes, documents, and status updates.
• Ensure settled policies are issued accurately and documented appropriately.

Servicing Existing Insurance and Segregated Fund Business

• Act as the primary point of contact for all policy and segregated fund service requests, including death claims, beneficiary changes, policy amendments, ownership changes, transfers and withdrawals, LIF/RIF withdrawals, TFSA contributions, and tax slips.
• Liaise with carriers to obtain policy details, service forms, and in-force illustrations.
• Maintain strong knowledge of carrier processes, timelines, and escalation pathways.
• Troubleshoot administrative issues and elevate where appropriate to ensure timely resolution.

Insurance Commission Tracking

• Track and reconcile insurance commissions, chargebacks, and adjustments across carriers and product lines.

Licensing & CE Coordination

• Manage all Advisor licensing and E&O renewals, ensuring timely submission.
• Maintain centralized CE records across all Advisor designations.
• Help develop and maintain a centralized internal CE tracking system, monitoring CE status and renewal deadlines across all Advisor designations and jurisdictions.
• Schedule, coordinate, and track structured CE opportunities for Advisors—such as internal training sessions, webinars, insurer‑led education, and professional development events.
• Provide reminders and updates to ensure Advisors remain fully compliant.

Office & Operational Support

• Support Advisors with scheduling, greeting clients, meeting room setup, reservations, etc.
• Support day-to-day office operations, including managing incoming/outgoing mail, maintaining shared spaces, and coordinating basic office upkeep.

What you Bring

• Life insurance industry experience preferred, with an understanding of insurance carrier platforms, underwriting processes, and in‑force servicing workflows.
• High attention to detail and comfort working with confidential client information.
• Strong organizational skills with the ability to manage multiple cases and competing deadlines.
• Excellent written and verbal communication—clear, professional, and client‑focused.
• Practical knowledge of Microsoft Office (Outlook, Excel, Word, Dynamics), PDF and e‑signature tools.

What we Offer

• Competitive compensation and benefits package.
• Hybrid work environment.
• Opportunities for professional development and industry training.
• A positive, inclusive, high‑performance culture that values collaboration and growth.

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