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.

Licensed assistants may write policies; unlicensed assistants focus on coordination and support.

The role also provides coverage for assigned brokers during vacations.

This is a remote role.

Unlicensed 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, benefic...