Life Advisory Insurance Support Associate (12 Month Contract)

CAA Club Group; Vaughan; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Holistic wellness program

Best-in-class recognition programs

Work-life harmony

Job summary

CAA Club Group in Canada is seeking a Life Insurance Support Associate to be the first point of contact for clients, answering questions and guiding applications through underwriting. You will support the sales team by preparing quotes, processing applications, and following up on pending cases.

Key duties include maintaining up-to-date client records in the CRM, ensuring regulatory compliance, and communicating renewal opportunities for coverage.

Qualifications

• Post-secondary education in Business Administration, Finance or a related field.
• Obtained or currently in progress of Insurance License.

Responsibilities

• 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.

Skills

Desire to grow in life insurance

Education

Post-secondary education in Business Administration, Finance or a related field

Insurance License in progress or obtained

Job description

About Us

CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people's needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other's successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.

About Us

CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people's needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other's successes, drive change and 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), where purpose 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,
• Best-in-class recognition programs, and so much more

Join our growing team where everyone belongs!

Position Details

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

Internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted.

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.