The Client Service Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The role focuses on case coordination, documentation management, onboarding support, underwriting communication, and administrative assistance. Coordinate life insurance cases from lead stage through policy issue and servicing in a remote working setting Support client onboarding and guide clients through the application process Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) Track applications and policy deliveries; Collect and manage PHI , medicals, APS, questionnaires, ID verification, and other underwriting requirements Communicate with insurance company head offices on pending documentation, payments, and case status Maintain Salesforce accuracy, including the “Application Submitted” tab 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 the processing of outstanding items by gathering information and pushing the process forward Perform additional administrative or operational tasks as needed Provide appropriate service coverage for brokers during vacation periods Experience in life insurance, financial services, banking, client service, or high-volume environments 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 We take responsible risks and are accountable for our actions.

We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate. Ratehub welcomes and encourages applications from people with disabilities.

Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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