Client Service Assistant – Life Insurance

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

📋 Description

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

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

• Process policy modifications with the necessary broker approval.

• Update and ensure the accuracy of client information, including contact details, addresses, banking/PAD/CC, and beneficiaries.

• Follow up on non-sufficient funds (NSF) payments and issue payment/renewal reminders.

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

• Complete follow-up tasks assigned by brokers, including quoting follow-ups.

• Monitor applications and policy deliveries, and follow up on pending signatures.

• Collect and manage personal health information (PHI), medical records, Attending Physician Statements (APS), questionnaires, ID verification, and other underwriting requirements.

• Schedule meetings with brokers regarding approvals, ratings, or declined cases.

• Address client inquiries and maintain effective communication.

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

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

• Keep Google Drive client files and documentation current.

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

• Provide client support throughout extended underwriting processes.

• Act as the scheduling point of contact for brokers and manage outstanding items.

• Perform additional administrative or operational duties as required.

• Offer service coverage for brokers during their vacation periods.

⛳️ Requirements

• Experience in life insurance, financial services, banking, client service, or high-volume settings.

• Excellent attention to detail and precision.

• Proficient in Google Suite applications.

• Experience with Salesforce and insurance software is preferred.

• Background in handling life insurance claims is a plus.

• LLQP license or progress towards obtaining it is a significant advantage.

• Legally authorized to work in Canada.

🏝️ Benefits

• Accommodations available upon request for candidates participating in all stages of the selection process.

• Remote working environment.

• Vacation coverage support for brokers.