Job Description
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.
This is a remote role.
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...