Licensed Insurance Associate Group Benefits
Toronto, Ontario
$60,000–$65,000
Are you looking to join one of Greater Toronto's Top 2025 Employers?
This position supports sales and works closely with our client's Insurance Advisory and Education & Engagement teams to develop relationships with association members, distribute group products, and respond to daily queries and requests.
How You Make a Difference

• Build and maintain strong working relationships with association members; review all new leads to determine qualification status, confirm potential for sale or consultation, acknowledge and follow up on the lead and compliance documentation
• Recommend group insurance solutions (Group Health & Dental plans) to address member needs and ensure they and their families have adequate and applicable coverage; analyze current coverage, explain options, and refer members to Advisors for other products
• Facilitate timely completion and approval of group applications; clarify information, provide quotes, and address concerns and needs
• Proactively perform member outreach and campaigns to generate leads and create opportunities through to application completion
• Provide service support as escalated by partners for association members on group and third-party insurance applications when required
• Assist the Customer Support Representative team with overflow service requests by addressing member concerns and needs
• Gather, document, and manage member- and service-related product, administrative, and process matters, including complaints and escalations; follow up on actions taken and provide clear and concise responses to members
• Adhere to all compliance requirements and agreed-upon Service Level Agreements, ensuring information accuracy based on member service requests using proper activity settings
• Represent our client as a brand ambassador, demonstrating professionalism, courteousness, patience, and understanding when working with members

Requirements and Qualifications:

• Community College Diploma in Business Administration or equivalent
• Ability to perform both sales and administrative duties
• Two to three years of experience in a licensed sales and administrative support role in a branch, life insurance agency, or life insurance company
• Knowledge and understanding of the insurance industry
• Investment or annuity knowledge is considered an asset
• Working knowledge of Salesforce CRM system
• LLQP (Life License Qualification Program) required
• CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) considered assets
• Knowledge of group benefits

Our client offers a permanent hybrid work environment. This role requires working a minimum number of days in the Toronto office.
What Our Client Offers:

• A work environment built on the values of respect, boldness, responsiveness, and transparency
• A fantastic opportunity to grow with the team and help shape the strategic direction of our client and its members
• A commitment to the principles of equity, diversity, and inclusion—humility, accountability, collaboration, courage, and integrity
• Ongoing growth and development through paid professional development and continuous in-house learning
• A friendly and flexible hybrid work environment
• Competitive salary and bonus program
• Exceptional group benefits package, including a spending account and a robust wellness program
• Recognition as one of Greater Toronto's Top Employers for five consecutive years

As a condition of employment, our client conducts background and reference checks for all open positions.