Jobs in Canada

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Added 5 mins ago
UO
Early Childhood Educator
University of Victoria
Victoria, BC
- Full-time
The Early Childhood Educator (ECE) works as a member of the child care team providing early learning and care to children who are aged 30 months to school aged (three to five year olds).…
Added 5 mins ago
CH
Health Care Aide - STV
Covenant Health Canada
Lethbridge, AB
- Full-time
…government legislation. Functional supervision is provided by a member of the nursing team and may occur directly or indirectly in accordance with client needs, care context, and regulatory…
Added 5 mins ago
CH
Health Care Aide
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…government legislation. Functional supervision is provided by a member of the nursing team and may occur directly or indirectly in accordance with client needs, care context, and regulatory…
Added 5 mins ago
CH
Unit Clerk
Covenant Health Canada
AB · Edmonton, AB
- Part-time
The Unit Clerk is a vital member of the interdisciplinary healthcare team, responsible for managing the full scope of administrative operations on designated care, treatment, and unit care…
Added 5 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
The Licensed Practical Nurse (LPN) works as a member of the multidisciplinary health care team, collaborating in the delivery of holistic care and support to patients/residents and…
Added 5 mins ago
CH
Health Care Aide
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…government legislation. Functional supervision is provided by a member of the nursing team and may occur directly or indirectly in accordance with client needs, care context, and regulatory…
Added 5 mins ago
SH
Health Care Aide
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Program Team Manager and a Registered Nurse (RN) or Registered Psychiatric Nurse (RPN), and while demonstrating a commitment to the Mission, Values and…
Added 5 mins ago
CH
Assistant Head Nurse - 5 East
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…as needed, performs front line Registered Nurse duties. As a member of the AHN team on the new Surgical Care Unit - 5 East, you'll have the opportunity to work closely with unit leadership…
Added 5 mins ago
CH
Health Care Aide
Covenant Health Canada
AB · Edmonton, AB
- Temporary
…government legislation. Functional supervision is provided by a member of the nursing team and may occur directly or indirectly in accordance with client needs, care context, and regulatory…
Added 5 mins ago
SH
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Ability to perform independently and as a member of the healthcare team.
Added 5 mins ago
SH
Registered Psychiatric Nurse/Registered Nurse (N2) - MH PX2 West
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Ability to perform independently and as a member of the healthcare team.
Added 5 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
The Licensed Practical Nurse (LPN) works as a member of the multidisciplinary health care team, collaborating in the delivery of holistic care and support to patients/residents and…
Added 5 mins ago
SH
Medical Laboratory Assistant
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Demonstrated ability to work both independently and as a team member.
Added 5 mins ago
SH
Admissions Clerk 4
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Working as a member of the Admissions Team in conjunction with the Management, Admitting/Patient Registration, the incumbent is responsible for the collection of personal and financial data…
Added 5 mins ago
SH
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Ability to perform independently and as a member of the healthcare team.
Added 5 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
The Licensed Practical Nurse (LPN) works as a member of the multidisciplinary health care team, collaborating in the delivery of holistic care and support to patients/residents and…
Added 5 mins ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Part-time
Are you a keen and enthusiastic Operating Room Nurse that thrives in a busy team environment? Do you pride yourself in attaining high standards and excellence in perioperative nursing?…
Added 20 mins ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Ability to work collaboratively in a team environment
Added 20 mins ago
PS
Power Engineer/Refrigeration Maintenance Technician - Relocation assistance to Ucluelet, BC!
Pacific Seafood
AB · Alberta, Canada
- $30 to $35 CAD / hour
- Full-time
…Through the year-long Sustainability Saves campaign, every team member helps cut water and energy use across the company. That trust in people carries through to their growth, with training…
Added 20 mins ago
LH
2600002966 - Registered Nurse
Lakeridge Health
Oshawa, ON
- Internship
As a member of the Systemic Therapy Department nursing team, the nurse will focus on providing exceptional patient and family focused care while supporting the administration of cancer…
Added 35 mins ago
RM
Registered Nurse - Day Hospital
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Part-time
The Registered Nurse in the Ross Memorial Mental Health Day Hospital will function as a member of the interdisciplinary team, with supporting complex clinical cases responsible for…
Added 35 mins ago
RM
RN - Crisis
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Registered Nurse will function as a member of the interdisciplinary team and as such, is involved in the care and assessment of individuals experiencing complex mental health and/or…
Added 35 mins ago
SH
Diet Aide
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Ability to work as a team member and independently in a time sensitive environment.
Added 35 mins ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
As a member of the Campus Security team providing security, personal safety, parking, motor pool and emergency planning and reporting to the Manager, Commuter Services, the Client Services…
Added 35 mins ago
RM
RN Registered Nurse
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides orthopedics and ophthalmology,…

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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