Ratehub.ca

Administrative Assistant

• 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 with required broker signoff
• Update and maintain accurate client details
• Make daily outbound calls to new leads for broker appointments
• Complete follow-up tasks and quote follow-ups assigned by brokers
• Track applications and policy deliveries
• Schedule meetings with brokers regarding approvals, ratings, or declined cases
• Provide client support throughout lengthy underwriting processes
• Perform additional administrative or operational tasks as needed

Bilingual Administrative Assistant – Life Insurance

Sales

• Manage leads and provide quotes to prospective clients in a timely manner
• Generate new business through existing networks and given leads
• Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target
• Identify opportunities to drive customer value with cross selling/up selling
• Recommend and explain coverages based on individual customer needs
• Adhere to underwriting criteria set out by broker partners

Personal Lines Sales Broker

Customer Support

• Provide quality customer service and professional expert advice to clients
• Proactively conduct renewal reviews to ensure customer retention targets are met
• Handle outbound calls to existing clients for renewal review as necessary
• Liaison with insurers, building and maintaining relationships
• Administer, support and complete policy changes within our company partner’s portals and websites
• Review policies and make recommendations as required
• Adhere to the underwriting criteria set out by our broker partners
• Coordinate and follow up on client documents
• Respond to incoming calls and service customer needs
• Give claims advice to clients, report claims, follow up on claims
• Strong Ability to multitask, prioritize, and manage time effectively

Customer Service Broker

Insurance

• Support brokers, clients, and insurance process from lead intake through policy issue and ongoing servicing
• Coordinate life insurance cases
• Support client onboarding and guide clients through the application process
• Process policy changes with required broker signoff
• Make daily outbound calls to new leads for broker appointments
• Track applications and follow up on pending signatures
• Schedule meetings with brokers regarding approvals or declined cases
• Assist with in-force client service tasks and claims

Bilingual Life Insurance Assistant, Licensed or In Process

Personal Lines Sales Broker – Leads Provided

• Support brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing
• Coordinate life insurance cases and support client onboarding and application process
• Process policy changes with required broker signoff and maintain accurate client records
• Make daily outbound calls to new leads for broker appointments and complete follow-up tasks
• Collect and manage PHI, medicals, APS, questionnaires, and other underwriting requirements
• Serve as scheduling point of contact for brokers and assist with processing outstanding items

Bilingual Administrative Assistant – Life Insurance

Personal Lines Sales Broker

Customer Service Broker

Bilingual Life Insurance Assistant, Licensed or In Process

Personal Lines Sales Broker – Leads Provided

Life Insurance Assistant – Licensed or in process