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Life Insurance Assistant (Bilingual FR/EG)

May 12, 2026

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. <h3 style="line-height:1.38;margin-top:19px;margin-bottom:5px;">Responsibilities</h3><ul><li style="list-style-type:disc;">Coordinate life insurance cases from lead stage through policy issue and servicing</li><li style="list-style-type:disc;">Support client onboarding and guide clients through the application process</li><li style="list-style-type:disc;">Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff;</li><li style="list-style-type:disc;">Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries)</li><li style="list-style-type:disc;">Follow up on NSF payments and send payment/renewal reminders</li><li style="list-style-type:disc;">Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day)</li><li style="list-style-type:disc;">Complete follow-up tasks and quote follow-ups assigned by brokers</li><li style="list-style-type:disc;">Track applications and policy deliveries; follow up on pending signatures</li><li style="list-style-type:disc;">Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements</li><li style="list-style-type:disc;">Schedule meetings with brokers regarding approvals, ratings, or declined cases</li><li style="list-style-type:disc;">Respond promptly to client inquiries and maintain clear communication</li><li style="list-style-type:disc;">Communicate with insurance company head offices on pending documentation, payments, and case status</li><li style="list-style-type:disc;">Maintain Salesforce accuracy, including the “Application Submitted” tab</li><li style="list-style-type:disc;">Keep Google Drive client files and documentation updated</li><li style="list-style-type:disc;">Support compliance needs, record accuracy, and file audits (including legacy files)</li><li style="list-style-type:disc;">Provide client support throughout lengthy underwriting processes</li><li style="list-style-type:disc;">Serve as scheduling point of contact for brokers and assist with the processing of outstanding items by gathering information and pushing the process forward</li><li style="list-style-type:disc;">Perform additional administrative or operational tasks as needed</li><li style="list-style-type:disc;">Provide appropriate service coverage for brokers during vacation periods </li></ul><h3 style="line-height:1.38;margin-top:19px;margin-bottom:5px;">Qualifications</h3><ul><li style="list-style-type:disc;">Bilingual (French & English) — required</li><li style="list-style-type:disc;">Experience in life insurance, financial services, banking, client service, or high-volume environments</li><li style="list-style-type:disc;">Strong attention to detail and accuracy</li><li style="list-style-type:disc;">Proficient with Google Suite; Salesforce and insurance software experience preferred</li><li style="list-style-type:disc;">Experience working with life insurance claims is an asset</li></ul> CULTURE FIT:<ul><li style="list-style-type:disc;">Members first - we prioritise the interests and needs of our members above all else.We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.</li><li style="list-style-type:disc;">Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.</li><li style="list-style-type:disc;">Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company. </li><li style="list-style-type:disc;">Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.</li><li style="list-style-type:disc;">Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.</li></ul>Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...