Remotery

Life Insurance Assistant, Bilingual FR/EG

Posted May 10

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

📋 Description

• Oversee the entire life insurance process from initial lead to policy issuance and ongoing servicing.

• Assist clients during onboarding and provide guidance throughout the application procedure.

• Execute policy modifications (such as coverage changes, NS class updates, rating reconsiderations, beneficiary alterations, cancellations, and reinstatements) with necessary broker approval; Ensure accurate maintenance of client information (contact details, address, banking/PAD/CC, beneficiaries).

• Follow up on NSF payments and issue payment/renewal notifications.

• Conduct daily outbound calls to new leads for broker appointments (targeting approximately 50 calls per day).

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

• Monitor applications and policy deliveries; follow up on outstanding signatures.

• Gather and manage PHI, medical records, APS, questionnaires, ID verification, and other underwriting necessities.

• Arrange meetings with brokers concerning approvals, ratings, or declined cases.

• Respond swiftly to client inquiries and ensure 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 documents current.

• Address compliance requirements, maintain record accuracy, and perform file audits (including legacy documents).

• Offer client support throughout extensive underwriting processes.

• Act as the scheduling point of contact for brokers and assist in processing outstanding items by gathering relevant information and advancing the process.

• Undertake additional administrative or operational duties as required.

• Ensure adequate service coverage for brokers during their vacation periods.


⛳️ Requirements

• Bilingual (French & English) — mandatory.

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

• Exceptional attention to detail and accuracy.

• Proficient in Google Suite; experience with Salesforce and insurance software is preferred.

• Familiarity with life insurance claims is an asset.


🏝️ Benefits

• Ratehub welcomes and encourages applications from individuals with disabilities.

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

People also viewed

Ethos32 min ago

Head of Term Life Insurance Sales

US flagUnited States OnlyFull-timeInsurance$119k – $210k/year
ApplyView job
Kemboi Financial Agency32 min ago

Life & Health Insurance Agent

US flagOregon OnlyFull-timeInsurance$150k – $200k/year
ApplyView job
SnappyCX11 hours ago

Bilingual Care Coordinator – Insurance, SimplePractice Experience Required

US flagIllinois OnlyPart-timeInsurance
ApplyView job
Legacy Planning11 hours ago

Life and Health Insurance Agent

US flagTexas OnlyFull-timeInsurance
ApplyView job
Legacy Planning11 hours ago

Licensed Insurance Agent

US flagColorado OnlyFull-timeInsurance
ApplyView job
Coastal11 hours ago

Director of Partner Credit Risk Management – Oversight

US flagUnited States OnlyFull-timeInsurance$146.2k – $195.2k/year
ApplyView job

Never miss a great job!

Get handpicked remote jobs straight to your inbox weekly.

Trusted by 7,400+ designers