About The Position
The Life Insurance Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The role focuses on case coordination, documentation management, onboarding support, underwriting communication, and administrative assistance.
Requirements
- Bilingual (French & English) — required
- Experience in life insurance, financial services, banking, client service, or high-volume environments
- Strong attention to detail and accuracy
- Proficient with Google Suite
Nice To Haves
- 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
Benefits
- Accommodations are available upon request for candidates taking part in all aspects of the selection process.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
