Support life insurance clients from Thornhill by maintaining accurate records, answering questions, and coordinating application updates throughout underwriting.

The Life Insurance Support Associate serves as clients’ first contact during underwriting. This 12-month contract supports application processing, quote preparation, pending-case follow-up, and sales-team assistance. The position also includes client renewals for Accidental Death and Health Plans, CRM administration, compliance, and data analysis.

Key Responsibilities:

- Answer client questions during the underwriting process
- Provide application updates and resolve emerging client issues
- Maintain accurate, current client CRM records
- Prepare quotes and process life insurance applications




- Contact clients about Accidental Death and Health Plan renewals

Requirements:

- Post-secondary education in Business Administration, Finance, or related field
- Obtained or currently pursuing an Insurance License
- Insurance industry experience or relevant recent graduation
- Desire to grow within the life insurance industry
- Understanding of compliant sales activities and regulatory requirements

Bring client support, application processing, CRM accuracy, and insurance knowledge to CAA Insurance Company’s life advisory services.

📌 Life Insurance Support Associate (Canada)
🏢 Echelon 56
📍 Canada