Join the life insurance field as a Client Records Coordinator. This position emphasizes client relations, data analysis, and compliance adherence in an insurance setting.
In this role, you will maintain and update client records in the CRM system, ensuring data accuracy. You will also reach out to clients for the renewal of Accidental Death and Health Plans, while analyzing data to uncover trends that inform business decisions.
Key Responsibilities:
• Update and maintain client records accurately in CRM
• Ensure compliance with industry regulations and legal requirements
• Contact clients regarding policy renewals
• Analyze data for insights on trends and practices
Requirements:
• Education in Business or Finance-related field
• Insurance license in progress or completed
• Experience in insurance preferred but recent graduates welcome
• Eagerness to grow within the insurance industry
Bring your data analysis, client communication, and regulatory knowledge to this pivotal roles within the insurance sector.
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📌 Client Records Coordinator In Insurance Vaughan
🏢 CAA Club Group
📍 Vaughan