Coordinate life insurance cases with accuracy and client communication while supporting brokers remotely from lead intake through policy servicing.
The Client Service Assistant supports brokers, clients, and insurance processes across onboarding, documentation, underwriting communication, and administration. You will manage applications, policy changes, client records, and follow-ups. The role requires careful coordination throughout lengthy underwriting processes.
Key Responsibilities: Coordinate life insurance cases through policy issue and servicing
Guide clients through onboarding and application steps
Process policy changes with required broker signoff
Track applications, deliveries, signatures, and outstanding requirements




Communicate with insurers regarding documentation, payments, and case status
Requirements: Experience in life insurance, financial services, banking, or client service
Solid attention to detail and accuracy
Google Suite proficiency
Salesforce or insurance software experience preferred
LLQP licence or progress toward LLQP strongly valued
Apply life insurance coordination, documentation management, and client service skills while supporting brokers through every case stage.

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📌 Life Insurance Client Service Assistant (Manitoba)
🏢 Ratehub.ca
📍 Manitoba