Client Service Assistant – Life Insurance

Ratehub.ca

. Coordinate life insurance cases from lead stage through policy issue and servicing .

Posted 11/5/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$40,000 - CA$55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coordinating life insurance cases, managing client onboarding, and maintaining accurate records while ensuring compliance with industry standards. Proficient in Salesforce and Google Suite, with strong attention to detail and client service skills.

Highest-signal resume keywords

Life Insurance CoordinationClient Onboarding SupportSalesforce ProficiencyAttention To DetailLLQP Licence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Life Insurance ProcessingPolicy Change ManagementApplication TrackingPHI ManagementUnderwriting Requirements Collection

Soft Skills

Clear CommunicationClient SupportFollow-Up Skills

Tools & Technologies

Google SuiteSalesforceInsurance Software

Certifications & Qualifications

LLQP Licence

Industry Keywords

Financial ServicesHigh-Volume EnvironmentsClient ServiceInsurance Claims

About the role

Key responsibilities & impact

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 with required broker signoff
Update and maintain accurate client details, including contact information, address, banking/PAD/CC, and beneficiaries
Follow up on NSF payments and send payment/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 about 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 process outstanding items
Perform additional administrative or operational tasks as needed
Provide service coverage for brokers during vacation periods

Requirements

What you’ll need

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

Comp & perks

Accommodations available upon request for candidates taking part in all aspects of the selection process
Remote working environment
Vacation coverage support for brokers