Coordinate life insurance cases remotely while supporting brokers and clients through onboarding, underwriting, policy issue, and ongoing servicing.

As a Client Service Assistant, you will manage documentation, communicate with underwriters, and maintain accurate client records. The work spans lead intake, applications, policy changes, payments, and delivery tracking. Strong client service, attention to detail, and Salesforce accuracy are central to the position.

Key Responsibilities:

- Coordinate cases from lead stage through policy servicing
- Guide clients through onboarding and applications
- Process policy changes with broker signoff
- Collect underwriting requirements and pending signatures
- Communicate case status with insurance company head offices

Requirements:

- Experience in life insurance or financial services
- Strong attention to detail and accuracy
- Proficiency with Google Suite
- Salesforce or insurance software experience preferred
- LLQP licence or progress toward LLQP is a robust asset

Support life insurance clients and brokers through accurate documentation, clear communication, underwriting coordination, and reliable case administration.

📌 Life Insurance Client Service Assistant (Montreal)
🏢 Ratehub
📍 Montreal