Client Service Assistant (Life Insurance)

The Client Service 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.

Responsibilities

Coordinate life insurance cases from lead stage through policy issue and servicing in a remote working environment 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