Support insurance case coordination through documentation management, underwriting follow-up, and responsive client service in a remote working environment.
As a Client Service Assistant, you will help move life insurance applications from lead stage through policy issue and ongoing servicing. Your work includes onboarding support, underwriting requirements, policy updates, and broker coordination. Accurate records and transparent communication remain central to daily case progress.
Key Responsibilities: Collect PHI, medicals, APS, questionnaires, and identification verification
Follow up on pending signatures and policy deliveries
Schedule broker meetings about approvals, ratings, or declines




Respond promptly to client inquiries throughout underwriting
Maintain updated Google Drive files and client documentation
Requirements: Experience in high-volume environments or client service
Strong detail orientation and accuracy
Proficiency with Google Suite
Life insurance claims experience considered an asset
LLQP licence or active progress toward LLQP strongly valued
Bring organized case coordination, underwriting documentation, and client communication skills to support brokers and insurance applicants effectively.

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📌 Insurance Case Coordinator Client Support (Alberta)
🏢 Ratehub.ca
📍 Alberta