Life Insurance Support Associate

About Us

Our Life and Health Insurance Distribution organization is a new organization which promises to be 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

Get ready to drive your career forward. Life at CAA Club Group is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development – and we regularly recognize their achievements and outstanding results.

We are caring. We are leaders. We are innovators. We are collaborative. 

We work hard and play hard. We're about doing what's right and feeling good about it. 
 

Position Details

What You Will Do 

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.

• 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 

What’s In It For You

• Competitive total compensation and benefits package  
• Annual shared success program based on performance 
• Annual merit increases based on performance 
• DC Pension Plan with a matching contribution component 
• Complimentary CAA Membership 

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance 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.
As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.