Life Insurance Assistant – Licensed or in process
Ratehub.ca
contract
Posted on:
Location Type: Remote
Location: Canada
Visit company websiteExplore more
About the role
- 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
Requirements
- LLQP licence or working towards getting their LLQP
- Bilingual (French & English)
- Experience in life insurance, financial services, banking, client service, or high-volume environments
- 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
Benefits
- Coverage for assigned brokers during vacations
- Support compliance needs, record accuracy, and file audits
- Accommodations are available upon request for candidates taking part in all aspects of the selection process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
LLQP licencelife insuranceclient onboardingpolicy changesunderwriting requirementslife insurance claims
Soft skills
attention to detailaccuracyclient servicecommunication
Certifications
LLQP licence