Job specializations:
-
Insurance
Job Description & How to Apply Below
Support insurance case coordination through documentation management, underwriting follow-up, and responsive client service in a remote working environment.
As a Client Service Assistant, you will help move life insurance applications from lead stage through policy issue and ongoing servicing. Your work includes onboarding support, underwriting requirements, policy updates, and broker coordination. Accurate records and clear communication remain central to daily case progress.
Key Responsibilities:- Collect PHI, medicals, APS, questionnaires, and identification verification
- Follow up on pending signatures and policy deliveries
- Schedule broker meetings about approvals, ratings, or declines
- Respond promptly to client inquiries throughout underwriting
- Maintain updated Google Drive files and client documentation
- Experience in high-volume environments or client service
- Strong detail orientation and accuracy
- Proficiency with Google Suite
- Life insurance claims experience considered an asset
- LLQP licence or active progress toward LLQP strongly valued
Bring organized case coordination, underwriting documentation, and client communication skills to support brokers and insurance applicants effectively.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction