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Job Description & How to Apply Below
This position serves as the primary contact for clients needing assistance during the underwriting process. You will prepare quotes, process applications, and ensure client records in the CRM are accurate. In this supportive role, your skills will contribute to a seamless customer experience while adhering to industry regulations.
Key Responsibilities:
• Maintain client records in the CRM system accurately
• Assist clients with questions and application updates
• Prepare quotes to support the life insurance sales team
• Ensure compliance with company policies and regulations
• Contact clients for renewal and follow up on pending cases
Requirements:
• Post-secondary education in Business or Finance
• Insurance License or in progress of obtaining one
• Experience or interest in the insurance industry
• Strong desire to grow within life insurance
• Excellent interpersonal and analytical skills
Contribute to CAA Club Group's commitment to delivering exceptional life insurance services to clients with your expertise and dedication.
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Position Requirements
10+ Years
work experience
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