Client Service Assistant (Life Insurance)

RateHub; California; Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Disability accommodations

Job summary

RateHub is seeking a Client Service Assistant to support brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing in a remote environment. You will coordinate life insurance cases, manage documentation, onboarding, and underwriting communications.

Responsibilities include onboarding clients, policy changes with broker signoff, updating client details, following up on payments and signatures, and maintaining Salesforce accuracy.

Qualifications

• Experience in life insurance or financial services is required.
• Excellent attention to detail and accuracy is necessary.
• Familiarity with Salesforce and Google Suite is expected.
• LLQP licence or progress toward it is a strong asset.

Responsibilities

• Coordinate life insurance cases from lead to policy issue and servicing.
• Support client onboarding and guide applicants through the process.
• Process policy changes with broker signoff and update client data.
• Follow up on NSF payments and send renewal reminders.
• Make outbound calls to new leads for broker appointments (about 50/day).
• Track applications and policy deliveries; obtain pending signatures.
• Collect PHI, medicals, APS, questionnaires, IDs for underwriting.
• Schedule broker meetings regarding approvals, ratings, or declines.
• Maintain Salesforce accuracy and organize Google Drive files.
• Provide client support during lengthy underwriting and ensure compliance.

Skills

Life insurance experience

Financial services experience

Client service

High-volume environments

Education

LLQP licence (or pursuing)

Tools

Salesforce

Google Suite

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.

The estimated salary range for this position is $40,000 - $55,000.

This job posting is for a currently open vacancy.

AI technology is used in the screening and assessment process of our recruitment.

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.