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Ratehub

Client Service Assistant (Life Insurance)

Remote, Canada

Remote

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Workplace: Remote
Apply by: Feb 3, 2027
Posting language: English
Posted: Nov 5, 2026

Original job description

The Client Service Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The role focuses on case coordination, documentation management, onboarding support, underwriting communication, and administrative assistance.

Responsibilities

Coordinate life insurance cases from lead stage through policy issue and servicing in a remote working environment
Support client onboarding and guide clients through the application process
Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff;
Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries)
Follow up on NSF payments and send payment/renewal reminders
Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day)
Complete follow-up tasks and quote follow-ups assigned by brokers
Track applications and policy deliveries; follow up on pending signatures
Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements
Schedule meetings with brokers regarding approvals, ratings, or declined cases
Respond promptly to client inquiries and maintain clear communication
Communicate with insurance company head offices on pending documentation, payments, and case status
Maintain Salesforce accuracy, including the “Application Submitted” tab
Keep Google Drive client files and documentation updated
Support compliance needs, record accuracy, and file audits (including legacy files)
Provide client support throughout lengthy underwriting processes
Serve as scheduling point of contact for brokers and assist with the processing of outstanding items by gathering information and pushing the process forward
Perform additional administrative or operational tasks as needed
Provide appropriate service coverage for brokers during vacation periods

Qualifications

Experience in life insurance, financial services, banking, client service, or high-volume environments
Strong attention to detail and accuracy
Proficient with Google Suite; Salesforce and insurance software experience preferred
Experience working with life insurance claims is an asset
LLQP licence or working towards getting their LLQP a strong asset

CULTURE FIT:

Members first - we prioritise the interests and needs of our members above all else.We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.
Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company.
Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Apply About employer

More about this job

Responsibilities

The Client Service Assistant manages life insurance cases from lead intake through policy issuance and ongoing servicing. Responsibilities include coordinating documentation, supporting client onboarding, maintaining Salesforce records, and communicating with insurance providers.

Requirements

Candidates should have experience in life insurance, financial services, or high-volume client service environments. Proficiency in Google Suite is required, while experience with Salesforce and an LLQP license are considered strong assets.

Skills

Life insurance
Client service
Case coordination
Documentation management
Onboarding support
Underwriting communication
Administrative assistance
Salesforce
Google Suite
Attention to detail
Communication
Data entry
Policy administration
Lead generation
Compliance

Remote locations

Montreal, Quebec, Canada

Remote locations (standardized)

Montreal, Quebec, Canada

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Client Service
Case Coordination
Underwriting
Salesforce
Google Suite
Policy Administration
Lead Intake
Compliance
Administrative Support
LLQP
Financial Services
Documentation Management
Client Onboarding
Data Accuracy
Remote Work
Insurance Software
Claims Processing
Record Keeping
Outbound Calling

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