At a Glance
- Tasks: Assist clients with insurance inquiries and support the sales team in processing applications.
- Company: Join CAA Insurance, a purpose-driven company focused on exceptional customer experiences.
- Benefits: Enjoy work-life harmony, wellness programs, and recognition for your contributions.
- Other info: Dynamic environment with a commitment to diversity and inclusion.
- Why this job: Kickstart your career in the life insurance industry with growth opportunities and a supportive team.
- Qualifications: Post-secondary education in Business or Finance; insurance license preferred but not required.
The predicted salary is between 30 - 55 $ per hour.
About Us
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people's needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other's successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who we are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion! At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program
- Best-in-class recognition programs
- Join our growing team where everyone belongs!
The Life Insurance Support Associate is the first point of contact for clients to answer questions, provide updates on their applications, and resolve any issues that arise during the underwriting process. They will also assist the life insurance sales team by preparing quotes, processing applications, and following up on pending cases.
What You Will Do
- Maintain and update client records in the CRM system, ensuring that all information is current and accurate
- Ensure all sales activities comply with company policies, industry regulations, and legal requirements
- Contact clients for renewal of Accidental Death and Health Plans
- Analyze data to identify trends and provide insights
Who You Are
- Post-secondary education in Business Administration, Finance or a related field
- Obtained or currently in progress of obtaining Insurance License
- Currently in the insurance industry or new graduates with the desired degrees or licenses
- Desire to grow in the life insurance industry
We may use AI tools to help us through the recruitment process.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.
Life Advisory Insurance Support Associate in Vaughan employer: Echelon 56
At CAA Club Group, we pride ourselves on fostering a supportive and inclusive work environment where our Associates thrive. As an Information Security Analyst, you will benefit from our award-winning wellness programs, continuous learning opportunities, and competitive benefits that promote work-life harmony. Join us in making a meaningful impact on the safety and peace of mind of over 2.6 million Members while enjoying a culture that values collaboration and personal growth.
