The Life Advisory 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.
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Maintain and update client records in the CRM system, ensuring that all information is current and accurate
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Ensure all sales activities comply with company policies, industry regulations, and legal requirements
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Contact clients for renewal of Accidental Death and Health Plans
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Analyze data to identify trends and provide insights
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Post-secondary education in Business Administration, Finance or a related field
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Obtained or currently in progress of obtaining Insurance License
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Currently in the insurance industry or new graduates with the desired degrees or licenses
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Desire to grow in the life insurance industry
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Competitive total compensation and benefits package
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Annual shared success program based on performance
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Annual merit increases based on performance
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DC Pension Plan with a matching contribution component
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Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.
Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted
