Life Insurance Support Associate - Contract

CAA Club Group; Vaughan; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

DC Pension Plan

Annual merit increases

CAA Membership

Job summary

CAA Club Group in Vaughan, Canada is seeking a client‑facing role in our life insurance team. You will maintain and update client records in the CRM, ensure all sales activities comply with policies, regulations, and legal requirements, and contact clients for renewal of Accidental Death and Health Plans.

You will analyze data to identify trends and provide insights, supporting business growth. A post‑secondary education in Business Administration, Finance, or related field, and an Insurance

Qualifications

• Post-secondary education in Business Administration, Finance or related field.
• Insurance license in progress or obtained.
• Desire to grow in the life insurance industry.

Responsibilities

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

Skills

CRM management

Data analysis

Regulatory compliance

Communication

Education

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

Insurance License in progress or obtained

Job description

Position Details

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.

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 a new graduate with the desired degrees or licenses.
• Desire to grow in the life insurance industry.

What's In It For You

• Competitive total compensation and benefits package.
• Annual shared success program based on performance.
• Annual merit increases based on performance.
• DC Pension Plan with a matching contribution component.
• Complimentary CAA Membership.

Please note that we may use AI tools to help us through the recruitment process.

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

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.