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-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in coordinating life insurance cases, managing client onboarding, and ensuring compliance with underwriting processes. Proficient in Salesforce and Google Suite, with a strong focus on accuracy and client communication.

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

Policy ProcessingApplication TrackingClient CommunicationPayment Follow-UpData Management

Soft Skills

Strong Attention To DetailClear CommunicationClient Service Orientation

Tools & Technologies

Google SuiteSalesforceInsurance Software

Certifications & Qualifications

LLQP Licence

Industry Keywords

Life InsuranceFinancial ServicesBankingHigh-Volume EnvironmentsClaims Processing

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 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

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

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