Bilingual Client Services Assistant

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 , medicals, APS, questionnaires, ID verification, and other underwriting requirements - Schedule meetings with brokers regarding approvals, ratings, or declined cases - Respond promptly to client inquiri...