Ratehub
The Client Service Assistant supports 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. This position requires strong attention to detail, proficiency with Google Suite and Salesforce, and experience in life insurance or financial services.
Ratehub.ca is a Canadian personal finance comparison platform that helps consumers compare mortgages, credit cards, insurance, personal loans, chequing/savings accounts, GICs and other banking and investment products to find better rates and deals. Since 2010 it has provided comprehensive mortgage calculators, financial tools and educational content, and it operates an award‑winning mortgage brokerage. Ratehub also owns brands such as CanWise Financial, MoneySense and RH Insurance and maintains offices in Toronto, Kingston and Montreal.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ratehub.