Bilingual Administrative Assistant – Life Insurance
Ratehub.ca
contract
Posted on:
Location Type: Remote
Location: Canada
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About the role
- 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
Requirements
- LLQP licence or working towards getting their LLQP is a plus
- Subject to the MGA credit score review; minimum credit criteria must be met
- 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
Benefits
- Bilingual (French & English)
- Competitive salary and benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
life insuranceclient onboardingpolicy changesunderwriting processesinsurance claims
Soft Skills
attention to detailaccuracyclient supportcommunication
Certifications
LLQP licence