Bilingual Client Services Assistant
Ratehub•Montreal, QC
•Remote
About The Position
The Client Services Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing.
Requirements
- Bilingual (French & English)
- Strong attention to detail and accuracy
- Proficient with Google Suite
Nice To Haves
- Experience in life insurance, financial services, banking, client service, or high-volume environments is a plus
- Salesforce and insurance software experience preferred
- Experience working with life insurance claims is an asset
Responsibilities
- 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 (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff
- Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries)
- Follow up on NSF payments and send payment/renewal reminders
- Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day)
- Complete follow-up tasks and quote follow-ups assigned by brokers
- Track applications and policy deliveries; follow up on pending signatures
- Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements
- Schedule meetings with brokers regarding approvals, ratings, or declined cases
- Respond promptly to client inquiries and maintain clear communication
- Communicate with insurance company head offices on pending documentation, payments, and case status
- Maintain Salesforce accuracy, including the “Application Submitted” tab
- Keep Google Drive client files and documentation updated
- Support compliance needs, record accuracy, and file audits (including legacy files)
- Provide client support throughout lengthy underwriting processes
- Serve as scheduling point of contact for brokers and assist with the processing of outstanding items by gathering information and pushing the process forward
- Perform additional administrative or operational tasks as needed
- Provide appropriate service coverage for brokers during vacation periods
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
