Client Care Specialist, Life Insurance

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!