11 Nov
|
Echelon Insurance
|
Vaughan
11 Nov
Echelon Insurance
Vaughan
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 processProvide application updates and resolve emerging client issuesMaintain accurate,
current client CRM recordsPrepare quotes and process life insurance applicationsContact clients about Accidental Death and Health Plan renewalsRequirements:Post-secondary education in Business Administration, Finance, or related fieldObtained or currently pursuing an Insurance LicenseInsurance industry experience or relevant recent graduationDesire to grow within the life insurance industryUnderstanding of compliant sales activities and regulatory requirementsBring client support, application processing, CRM accuracy, and insurance knowledge to CAA Insurance Company's life advisory services.
📌 Life Insurance Support Associate (Vaughan)
🏢 Echelon Insurance
📍 Vaughan