Operations & Client Service Manager - Life Insurance
1 week ago
Operations & Client Service Manager - Life Insurance
Remote | Pacific Time | Lower Mainland Preferred
MillerNet HR & Business Solutions is proud to partner with
Cove Continuity Advisors Inc.
) to recruit an exceptional
Operations & Client Service Manager
. Cove is a boutique, purpose-driven life insurance advisory firm known for ownership-minded people, high standards, and a client experience that truly creates
Space to Breathe
.
Location preference:
We
strongly prefer
a candidate in the
Lower Mainland
to support occasional in-person functions. We will consider outstanding candidates
anywhere in Canada
, but those outside the Lower Mainland must bring
significant life insurance and underwriting experience
to overcome the remote nature of the role and demonstrate immediate impact.
The Role
You'll be the operational anchor of the business—supporting advisors, managing underwriting flow, and ensuring files move smoothly from application to policy issue. You'll bring leadership, order, calm, and momentum to a high-trust, high-accountability team.
Must-Haves
- Experience in the life insurance industry
- Strong individual life underwriting experience
- Life insurance licensed in British Columbia
(or immediately able to be) - Proven case management, documentation, and follow-through
- Comfortable working
Pacific Time
core hours - A true ownership mindset and a client-first attitude
What You'll Do
- Manage new life insurance business from application to policy issue
- Complete and coordinate new life insurance applications.
- Coordinate and communicate with underwriters, carriers, advisors, and clients
- Track AIRs and outstanding requirements, following up proactively and consistently
- Ensure applications, disclosures, and documentation are accurate, complete, and compliant
- Maintain clean, organized digital files and update internal tracking systems
- Support client communication that is clear, calm, and confidence-building
- Help refine and improve workflows, checklists, and SOPs to keep the business scalable
- Assist with light financial admin coordination (as required) and help keep operational reporting on track
- Support licensing and compliance management for the team and carrier relationships
- Coordinate with marketing partners to ensure timely execution of agreed initiatives
- Contribute to team rhythm: meeting support, planning assistance, and occasional project ownership
- Step into evolving responsibilities as the business grows—because in a nimble company, initiative matters
Compensation
Competitive salary + profit sharing
, based on experience.
Why Cove
- Ownership culture
- Values-led business (B Corp, 1% for the Planet)
- Meaningful work that protects families and businesses
- A nimble team where your impact is visible and valued
How to Apply
Send your résumé to
with:
- Your life insurance + underwriting experience
- Confirmation of
BC licensing - Your location (Lower Mainland or elsewhere)
If you're excited by the idea of joining a small, high-integrity team where ownership, initiative, and kindness matter, we'd love to hear from you.
We appreciate the interest of all applicants; however,
only candidates selected for an interview will be contacted
. You must live in Canada and have the appropriate certifications (life insurance).
We look forward to meeting the next person who will help protect what matters most for clients—and help this business continue to grow with integrity, care, and joy.
MillerNet HR & Business Solutions and Cove Continuity Advisors are equal opportunity employers.
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