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