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Added 2 mins ago
T
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Markham, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 17 mins ago
J
e-Emphasys ERP Techno-Functional Expert
Jobgether
Canada
- $105,000 to $125,000 CAD / year
- Contract
Experience as a core team member in at least three end-to-end e-Emphasys ERP implementation projects.
Added 17 mins ago
BB
Service Coordinator
Bosch Building Technologies North America
Vancouver, BC
- Full-time
Express an understanding of contracts and service billing to ensure work orders are accurate and invoiced in a timely manner and escalating any discrepancies or issues to the Service…
Added 17 mins ago
T
Directeur(trice), Groupe des réparations structurales / Manager, Engineering Field Repairs
Textron
Mirabel, QC
- Full-time
…de réparation certifiées pour les appareils commerciaux en service (appareils légers, intermédiaires et moyens). Ce groupe est formé de concepteurs et d’analyste de contraintes…
Added 17 mins ago
SC
Senior User Experience Design Specialist
SAP Careers
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
You'll join a globally distributed UX team embedded in SAP's CX Commerce, Order Management and Loyalty portfolio, working in a tight trio with Product and Engineering. The Customer, Loyalty…
Added 32 mins ago
UH
Nurse Practitioner, Complex Malignant Hematology
University Health Network
Toronto, ON
- Full-time
As a member of the Complex Malignant Hematology Team, the Nurse Practitioner (NP) functions in an expanded role demonstrating a high level of autonomy and expert skill to manage the care…
Added 47 mins ago
TS
Donation Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 47 mins ago
TS
Prep Cook
The Salvation Army in Canada
AB · Edmonton, AB
- Part-time
Reports to the Lead Cook, the Prep Cook is an integral member of the Food Services Team. The prep cook is responsible to assist the Lead Cook in preparing various food items, filling in for…
Added 47 mins ago
C
Outside Golf Services - RattleSnake Point Golf Club
ClubLink
Milton, ON
- Full-time
Rattlesnake Point Golf Club is seeking energetic, customer-focused individuals to join our Outside Golf Services team. As an Outdoor Golf Services Attendant, you will play a crucial role in…
Added 47 mins ago
C
Driving Range Attendant- RattleSnake Point Golf Club
ClubLink
Milton, ON
- Part-time
Rattlesnake Point Golf Club is looking for enthusiastic, reliable, and customer-focused individuals to join our team as Driving Range Attendants. If you enjoy working outdoors, take pride…
Added 1 hour ago
NS
MRI Technologist - Diagnostic Imaging
Nova Scotia Health Authority
Truro, NS
- Full-time
Highly adaptable professional who can think critically and thrive as a member of a dynamic team
Added 1 hour ago
NS
Youth Health Centre Coordinator - Public Health (Bilingual)
Nova Scotia Health Authority
Antigonish, NS
- Internship
Reporting to the Manager Healthy Communities, the Youth Health Centre Coordinator (YHCC) is an active member of the Healthy Communities Public Health Team and works within the Public Health…
Added 1 hour ago
J
e-Emphasys ERP Techno-Functional Expert
Jobgether
Canada
- $105,000 to $125,000 CAD / year
- Full-time
Experience as a core team member in at least three end-to-end e-Emphasys ERP implementation projects.
Added 1 hour ago
LH
2600002970 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Internship
…(AI) tools as part of the recruitment and screening process. A member of our Talent Acquisition team is actively engaged in the Recruitment and Selection process to ensure a fair and…
Added 1 hour ago
LH
2600002969 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Full-time
…(AI) tools as part of the recruitment and screening process. A member of our Talent Acquisition team is actively engaged in the Recruitment and Selection process to ensure a fair and…
Added 1 hour ago
NC
Supervisor, Bekaadendang Program (Anti-Human Trafficking/PAR/CARE TEAM)
Native Child and Family Services of Toronto
Toronto, ON
- $88,193 to $106,569 CAD / year
- Full-time
…the Toronto Indigenous Community. We do this by creating a service model that is culture-based and respects the values of Native people, the extended family, and the right to…
Added 1 hour ago
PC
Registered Practical Nurse, Part Time, Rehabilitation - Heritage 1
Providence Care
Kingston, ON
- Part-time
As a member of an inter-professional team and working under full scope of practice, the role of the Registered Practical Nurse (RPN) at Providence Care is to deliver safe, effective,…
Added 1 hour ago
PC
Registered Nurse, Part Time, Rehabilitation - Lakeview 1
Providence Care
Kingston, ON
- Part-time
As a member of an inter-professional team, the role of the Registered Nurse (RN) at Providence Care is to deliver safe, effective, patient centred care to assigned patients in a non-acute…
Added 1 hour ago
PC
Registered Nurse, Part Time, Rehabilitation - Lakeview 1
Providence Care
Kingston, ON
- Part-time
As a member of an inter-professional team, the role of the Registered Nurse (RN) at Providence Care is to deliver safe, effective, patient centred care to assigned patients in a non-acute…
Added 1 hour ago
PC
Registered Practical Nurse, Full Time, Nursing Resource Pool Rehab
Providence Care
Kingston, ON
- Full-time
As a member of an inter-professional team and working under full scope of practice, the role of the Registered Practical Nurse (RPN) at Providence Care is to deliver safe, effective,…
Added 1 hour ago
PC
Registered Nurse, Temporary Full Time, Rehabilitation - Lakeview 1
Providence Care
Kingston, ON
- Full-time
As a member of an inter-professional team, the role of the Registered Nurse (RN) at Providence Care is to deliver safe, effective, patient centred care to assigned patients in a non-acute…
Added 1 hour ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Exceptional interpersonal and communication skills with a team focus
Added 1 hour ago
C&
Commodity Manager
Communications & Power Industries (CPI)
Georgetown, ON
- From $100,000 CAD / year
- Full-time
…brings to CPI, and we respect each employee as an integral member of our growing team. CPI is committed to providing equal employment opportunities for all current and prospective…
Added 1 hour ago
VC
Advanced Practice Physiotherapist - McLean Integrated Spine Clinic
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Temporary
…Practice physiotherapist will be part of an interdisciplinary team with spine surgeons and other medical practitioners to address the needs of patients with spine pain issues. The…
Added 1 hour ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager of Access and Flow, the Bed Allocator will work as a collaborative team member of the Access and Flow team. Under the direction of the manager, will act as a…

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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