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
• Robust 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.