Careers at XN

JOB SUMMARY

To support its growth, XN Financial Services (Canada) Inc., a Henner Group Company is currently looking for a motivated Account Coordinator to join the Healthcare Team. The Account Coordinator supports the team by managing broker and partner inquiries, tracking cases, and preparing policy documentation. They contribute to renewals, new business onboarding, and the maintenance of accurate client records, while collaborating with internal teams to ensure efficient policy administration.

MAIN DUTIES AND RESPONSIBILITIES

• Support the Account Manager Team by managing broker, partner, and client inquiries professionally and promptly.

• Handle and follow up on broker and partner queries to ensure accurate, timely resolution.

• Assist with internal escalation of complex issues and track them to resolution.

• Prepare and maintain policy documentation, including endorsements and member materials.

• Support the renewal process by gathering information and coordinating with stakeholders.

• Maintain accurate, up-to-date records for a block of business.

SKILLS AND COMPETENCIES

•Strong administrative and organizational skills.

• Knowledge of insurance terminology and policy structures.

• Excellent communication, active listening and interpersonal skills.

• Accuracy in documentation and data entry.

• Strong organizational skills, particularly in managing priorities.

• Ability to manage multiple deadlines in a fast-paced environment.

EDUCATION AND EXPERIENCE

• College diploma or bachelor’s degree in administration, insurance, business management, or a related field.

• 1 to 3 years of experience in administration, customer service, or coordination, ideally within the insurance or financial services sector.

• Experience with contract documentation, file management, and handling client or partner requests.

• Proficiency with computer tools and familiarity with policy administration systems (an asset).

• Bilingual (English/French) is an imperative.

EMPLOYMENT TERMS AND CONDITIONS

• Location: Hybrid (after probation period) | 3 days at the office, Montreal,
Quebec or Thornhill, Ontario

• Schedule: Full-time – 37.5 hours/week [8.30 am to 5 pm]

• Salary range: Commensurate to experience

• Group benefits: Group insurance, Group RRSP program and other
competitive perks

ADDITIONAL INFORMATION

Prerequisite:

• Cursory knowledge of the organization by visiting our website www.xn.com ;

• Minimum of 1 job reference;

Application Process:

• Resumes must be forwarded to the attention of the HR Team [hr@xn.com].

** No phone calls
*** We thank all candidates for their interest: however, we will only communicate with those retained for interviews.