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 … Sign In to View