Client Service Assistant – Life Insurance

🔥 2 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Ratehub.ca

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $12M Series A on 2018-01

Insurance • Consulting • Finance

Ratehub. ca is a Canadian online platform that provides a comprehensive suite of financial comparison tools and services. It helps Canadians compare and find the best rates for mortgages, credit cards, savings accounts, investments, and various insurance products. With a focus on transparency and education, Ratehub. ca offers calculators and resources to guide consumers in making informed financial decisions. The platform has won multiple awards for its excellence in mortgage brokerage, having funded over $16 billion in mortgages. Ratehub. ca partners with financial institutions and is compensated through advertisements and customer referrals, although not all listed products are tied to compensation.

📋 Description

• Coordinate life insurance cases from lead stage through policy issue and servicing • Support client onboarding and guide clients through the application process • Process policy changes including coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, and reinstatements • Update and maintain accurate client details, including contact information, address, banking/PAD/CC, and beneficiaries • Follow up on NSF payments and send payment and renewal reminders • Make approximately 50 daily outbound calls to new leads for broker appointments • Complete broker-assigned follow-up tasks and quote follow-ups • Track applications and policy deliveries and follow up on pending signatures • Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements • Schedule broker meetings regarding approvals, ratings, or declined cases • Respond to client inquiries and maintain clear communication • Communicate with insurance company head offices regarding 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 outstanding items by gathering information and advancing the process • Perform additional administrative or operational tasks as needed • Provide service coverage for brokers during vacation periods

🎯 Requirements

• 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 • Legally entitled to work in Canada

🏖️ Benefits

• Remote working environment • Accommodations available upon request for candidates with disabilities during all aspects of the selection process

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume