Elevate your career as a Life Insurance Support Specialist, focusing on client engagement and compliance. You'll manage client records and ensure all activities adhere to regulations.

Your responsibilities include maintaining accurate records in the CRM and ensuring compliance with company policies. Additionally, you will reach out to clients for the renewal of their Accidental Death and Health Plans and analyze data to derive meaningful insights for the company.

Key Responsibilities:
• Maintain client records in the CRM system
• Ensure compliance with company policies and regulations
• Contact clients for renewal of their insurance plans
• Analyze client data to extract insights and trends

Requirements:
• Post secondary education in Business Administration, Finance
• In progress of obtaining an Insurance License
• Previous experience in insurance desired
• Ambition to advance within the life insurance industry

Your dedication to client servicing and analytical skills will drive success in this vital role.
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📌 Life Insurance Support Specialist Role (Ontario)
🏢 CAA Club Group
📍 Ontario