Life Advisory Insurance Support Associate (12 Month Contract)

Echelon 56

Vaughan

Sur place

CAD 31 000 - 49 000

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Résumé du poste

CAA Insurance Company seeks a Life Advisory Insurance Support Associate on a 12 Month Contract in Thornhill, ON. You will be the first point of contact for clients, addressing questions and updates on applications, while supporting the sales team with quotes and applications during underwriting.

You should have post-secondary education in business or finance, an Insurance License (or in progress), and a desire to grow in life insurance. AI tools may be used in recruitment.

Qualifications

  • Post-secondary education in Business Administration, Finance or a related field.
  • Insurance License is obtained or in progress.

Responsabilités

  • Maintain and update client records in the CRM system, ensuring information is current and accurate.
  • Ensure all sales activities comply with company policies, industry regulations, and legal requirements.
  • Contact clients for renewal of Accidental Death and Health Plans.
  • Analyze data to identify trends and provide insights.

Connaissances

Data analysis
Customer service

Formation

Insurance License
Business Administration or Finance degree

Description du poste

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Life Advisory Insurance Support Associate (12 Month Contract)

Date: Oct 28, 2026

Location: Thornhill, ON, CA, L3T 7P9

Salary Range: $22.42 - $35.33

Company: CAA Insurance Company

Position Type: Existing position

About Us

CCG Advisory ServicesoffersMembers and customers trusted lifeand healthinsurance and life advisory services that put people’s needs first.Weprovide adynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drivechangeand support each other while cultivating a great working environment to deliver on what is best for the customer.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG),wherepurpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

  • Work-life harmony with access to an award-winning holistic wellness program,
  • B est-in-class recognition programs, and so much more

Join our growing team where everyone belongs!

The Life Insurance Support Associate is the first point of contact for clients to answer questions, provide updates on their applications, and resolve any issues that arise during the underwriting process. They will also assist the life insurance sales team by preparing quotes, processing applications, and following up on pending cases.

What You Will Do

  • Maintain and update client records in the CRM system, ensuring that all information is current and accurate
  • Ensure all sales activities comply with company policies, industry regulations, and legal requirements
  • Contact clients for renewal of Accidental Death and Health Plans
  • Analyze data to identify trends and provide insights

Salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Who You Are

  • Post-secondary education in Business Administration, Finance or a related field
  • Obtained or currently in progress of obtaining Insurance License
  • Currently in the insurance industry or new graduates with the desired degrees or licenses
  • Desire to grow in the life insurance industry

We may use AI tools to help us through the recruitment process.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.

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