Join CAA Club Group Advisory Services as a Life Insurance Support Associate in Thornhill, ON. Provide essential client support, manage applications, and assist the sales team in a contract role.

This position serves as the primary contact for clients needing assistance during the underwriting process. You will prepare quotes, process applications, and ensure client records in the CRM are accurate. In this supportive role, your skills will contribute to a seamless customer experience while adhering to industry regulations.

Key Responsibilities:
• Maintain client records in the CRM system accurately
• Assist clients with questions and application updates
• Prepare quotes to support the life insurance sales team




• Ensure compliance with company policies and regulations
• Contact clients for renewal and follow up on pending cases

Requirements:
• Post-secondary education in Business or Finance
• Insurance License or in progress of obtaining one
• Experience or interest in the insurance industry
• Solid desire to grow within life insurance
• Excellent interpersonal and analytical skills

Contribute to CAA Club Group's commitment to delivering exceptional life insurance services to clients with your expertise and dedication.
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📌 Life Insurance Support Associate Thornhill (Manitoba)
🏢 Echelon 56
📍 Manitoba