Opens an external site
- Employment type
- Contract
- Experience level
- Entry, Junior · 0+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The associate serves as the primary point of contact for clients regarding insurance applications and underwriting inquiries. They also support the sales team by preparing quotes, processing applications, and maintaining accurate client records in the CRM.
Job details
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, • Continuous learning through our robust corporate curriculum and education reimbursement program, • Incredible rewards, travel incentives, and product and service discounts, • Pay-for-performance and best-in-class recognition programs, and • Competitive benefits that include a defined contribution plan, personal spending account, and so much more Join our growing team where everyone belongs! Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply. 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 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 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
What you’ll do
The associate serves as the primary point of contact for clients regarding insurance applications and underwriting inquiries. They also support the sales team by preparing quotes, processing applications, and maintaining accurate client records in the CRM.
Requirements
Candidates should have post-secondary education in Business Administration, Finance, or a related field. An active insurance license or progress toward obtaining one is required for this role.
Benefits
- Holistic wellness program
- Education reimbursement program
- Travel incentives
- Product and service discounts
- Defined contribution plan
- Personal spending account
- Annual shared success program
- Annual merit increases
- CAA membership
Listed skills
- Customer service · Preferred
- CRM Management · Preferred
- Data analysis · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer service
- Life insurance
- Underwriting support
- CRM management
- Data analysis
- Sales support
- Policy compliance
- Client communication
- Insurance licensing
- Financial services
- Continuous Development
- Insurance Industry
- Insurance License
- Underwriting
- Customer Relationship Management
- Business Administration
- Customer Service
- Finance
- Sales
- Health Insurance
- Legislation
- Life Insurance Sales
Job areas
- Customer Service & Support
- Finance & Accounting
- Sales
- Administrative
- Life Insurance Consultant
- Sales Support Representative
- Shop Sales Assistants
- Retail Salespersons
More jobs from CAA Club Group
Vendor Quality Assurance Specialist (ON)
- On-site
- Mississauga, ON
- Posted Oct 15, 2026
Regional Insurance Agent
- Hybrid
- NB
- Posted Oct 14, 2026
Human Resources Consultant (2 year contract)
- On-site
- Mississauga, ON
- Posted Oct 10, 2026
Senior Quality Assurance Analyst
- On-site
- Mississauga, ON
- Posted Oct 10, 2026
