Remote Life Insurance Client Services Specialist

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

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.