Life Insurance Client Support Associate

3 days ago

Vaughan ON, York Regional Municipality, ON; Ontario, Canada CAA Club Group Full-time

Serve as a first point of contact for life insurance clients, answering questions and resolving underwriting issues in Thornhill.

CAA Club Group's CCG Advisory Services is seeking an entry-level Life Insurance Client Support Associate on a 12-month contract. You will keep clients informed about applications while supporting sales activities through quotes, processing, and pending-case follow-up. The position belongs to Life Membership Operations within the Insurance business.

Key Responsibilities:

  • Respond to client questions about life insurance applications
  • Provide timely updates throughout the underwriting process
  • Resolve client issues connected with pending applications
  • Follow up on pending cases with the sales team
  • Analyze data to identify trends and provide insights

Requirements:

  • Post-secondary Business Administration, Finance, or related education
  • Current or progressing insurance license
  • Insurance industry background or relevant recent graduation
  • Interest in developing a life insurance career
  • Understanding of compliant sales activity requirements

Bring client communication, data analysis, and life insurance application support skills to CCG Advisory Services in Thornhill.