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Client Care Specialist, Life Insurance

MNP6 days ago
North York, ON
Senior Level
full_time

Top Benefits

Competitive salary and comprehensive benefits
Generous base pay
Vacation time

About the role

Make an impact with our Life Insurance team as a Client Care Specialist. This diverse team of specialized Life Insurance professionals supports MNP's insurance's underwriting and policy implementation operations. As a trusted team member, you’ll be providing administrative support to a dynamic team of Life Insurance Advisors, processing and managing applications, engaging in direct discussions, scheduling meetings with clients, addressing policy inquiries, and following up with medical providers.

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:

  • Manage the complete life insurance application and underwriting process
    • Prepare quotes, illustrations, insurance applications, and settling documents for contracts
    • 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
  • Strong understanding of the full life insurance process(from application through post-issue servicing)
  • 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

MyRewards@MNP

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!

Diversity@MNP

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!

About MNP

Accounting
5001-10,000

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world. For more information, visit MNP.ca