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.

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