Remote Life Insurance Client Service Specialist

Ratehub.ca; Montreal; Remote; CAD 42,000 - 54,000; Full time

Job summary

Ratehub.ca is seeking a Client Service Assistant to support brokers, clients, and the insurance process from intake through policy issue and servicing. You will coordinate cases, manage documentation, assist onboarding, and communicate with underwriting teams.

The role emphasizes accuracy, proactive outreach, and seamless servicing in a remote environment. LLQP accreditation is a strong asset, with opportunities to grow in a fast-paced financial services setting.

Qualifications

• Experience in life insurance or financial services preferred.
• Ability to manage high-volume cases with accuracy.
• Strong data entry and documentation accuracy.

Responsibilities

• Coordinate life insurance cases from lead stage through policy issue and servicing.
• Assist with client onboarding and guide applicants through the process.
• Process policy changes with broker signoff and update client records.
• Maintain accurate client details including contact info and beneficiaries.
• Track applications and policy deliveries and follow up on signatures.
• Handle NSF payments and send payment reminders.
• Schedule meetings with brokers regarding approvals or declines.
• Gather PHI, medicals, questionnaires, and IDs for underwriting.
• Respond promptly to client inquiries and maintain clear communication.
• Keep Salesforce and Google Drive organized and up to date.
• Support compliance needs and file audits as required.
• Provide coverage for brokers during vacations and busy periods.
• Perform additional administrative tasks as needed.

Skills

Client service

Attention to detail

Communication skills

Education

LLQP license or pursuing LLQP

Tools

Google Suite

Salesforce

Insurance software

Job description

Ratehub.ca is seeking a Client Service Assistant to support brokers, clients, and the insurance process from intake through policy issue and servicing. You will coordinate cases, manage documentation, assist onboarding, and communicate with underwriting teams.

The role emphasizes accuracy, proactive outreach, and seamless servicing in a remote environment. LLQP accreditation is a strong asset, with opportunities to grow in a fast-paced financial services setting.