Client Service Assistant – Life Insurance

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee life insurance cases from the initial lead stage through to policy issuance and servicing.

• Assist with client onboarding and provide guidance throughout the application process.

• Manage policy modifications including coverage changes, NS class adjustments, rating reconsiderations, beneficiary updates, cancellations, and reinstatements.

• Ensure accurate client information is updated and maintained, including contact details, addresses, banking/PAD/CC, and beneficiaries.

• Follow up on NSF payments and issue reminders for payments and renewals.

• Conduct approximately 50 outbound calls daily to new leads for broker appointments.

• Complete follow-up tasks assigned by brokers and manage quote follow-ups.

• Track applications and policy deliveries while following up on pending signatures.

• Collect and organize PHI, medical records, APS, questionnaires, ID verification, and other requirements for underwriting.

• Schedule broker meetings concerning approvals, ratings, or declined cases.

• Address client inquiries and maintain effective communication.

• Liaise with insurance company head offices regarding pending documentation, payments, and case statuses.

• Ensure accuracy in Salesforce, particularly on the “Application Submitted” tab.

• Keep Google Drive client files and documentation current.

• Support compliance requirements, maintain record accuracy, and conduct file audits, including for legacy files.

• Provide client support throughout extensive underwriting processes.

• Act as the scheduling point of contact for brokers and assist with outstanding items by gathering information and facilitating the process.

• Carry out additional administrative or operational tasks as required.

• Offer service coverage for brokers during their vacation periods.

⛳️ Requirements

• Background in life insurance, financial services, banking, client service, or high-volume environments.

• Exceptional attention to detail and commitment to accuracy.

• Proficient in Google Suite applications.

• Experience with Salesforce and insurance software is preferred.

• Familiarity with life insurance claims is advantageous.

• LLQP license or actively pursuing LLQP certification is a significant asset.

• Legally authorized to work in Canada.

🏝️ Benefits

• Opportunity for remote work.

• Accommodations available upon request for candidates with disabilities during all stages of the selection process.