Bilingual Client Services Assistant
The Client Services Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing.
This is a remote role.
Responsibilities
Coordinate life insurance cases from lead stage through policy issue and servicing
Support client onboarding and guide clients through the application process
Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff;
Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries)
Follow up on NSF payments and send payment/renewal reminders
Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day)
Complete follow-up tasks and quote follow-ups assigned by brokers
Track applications and policy deliveries; follow up on pending signatures
Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements
Schedule meetings with brokers regarding approvals, ratings, or declined cases
Respond promptly to client inquiries and maintain clear communication
Communicate with insurance company head offices on pending documentation, payments, and case status
Maintain Salesforce accuracy, including the âApplication Submittedâ tab
Keep Google Drive client files and documentation updated
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
Qualifications
Bilingual (French & English)
Experience in life insurance, financial services, banking, client service, or high-volume environments is a plus
Strong attention to detail and accuracy
Proficient with Google Suite; Salesforce and insurance software experience preferred
Experience working with life insurance claims is an asset
CULTURE FIT:
Members first - we prioritize the interests and needs of our members above all else.We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.
Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company.
Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.
This job posting is for a vacancy to be hired in Q3 (July - September).
AI technology is used in the screening and assessment process of our recruitment.
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.
Apply To This Job
This is a remote role.
Responsibilities
Coordinate life insurance cases from lead stage through policy issue and servicing
Support client onboarding and guide clients through the application process
Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff;
Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries)
Follow up on NSF payments and send payment/renewal reminders
Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day)
Complete follow-up tasks and quote follow-ups assigned by brokers
Track applications and policy deliveries; follow up on pending signatures
Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements
Schedule meetings with brokers regarding approvals, ratings, or declined cases
Respond promptly to client inquiries and maintain clear communication
Communicate with insurance company head offices on pending documentation, payments, and case status
Maintain Salesforce accuracy, including the âApplication Submittedâ tab
Keep Google Drive client files and documentation updated
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
Qualifications
Bilingual (French & English)
Experience in life insurance, financial services, banking, client service, or high-volume environments is a plus
Strong attention to detail and accuracy
Proficient with Google Suite; Salesforce and insurance software experience preferred
Experience working with life insurance claims is an asset
CULTURE FIT:
Members first - we prioritize the interests and needs of our members above all else.We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.
Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company.
Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.
This job posting is for a vacancy to be hired in Q3 (July - September).
AI technology is used in the screening and assessment process of our recruitment.
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.
Apply To This Job