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    New Business Associate, Life Insurance - Vancouver, BC, Canada - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Vancouver, BC, Canada

    1 week ago

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    Description
    Job Description - New Business Associate, Life Insurance (Case Manager
    New Business Associate, Life Insurance (Case Manager
    Raymond James Ltd.

    is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

    New Business Associate, Life Insurance

    We are seeking a dedicated and detail-oriented Life Insurance New Business Associate to join our Insurance Operations Team in Burnaby, British Columbia.

    As a Life Insurance New Business Associate, you will play a vital role in ensuring the efficient processing of new life insurance applications.

    If you are a detail-oriented individual with a passion for ensuring the smooth processing of life insurance applications, we encourage you to apply for this exciting opportunity.

    Thoroughly review incoming life insurance applications for completeness and accuracy.
    Verify that applications are submitted in good order, adhering to firm policies and industry regulations.
    Facilitate and manage correspondence, ensuring all parties are informed and updated on application status.
    Maintain accurate and organized records in the firm's policy administration system.
    Ensure that all application processing activities comply with industry regulations and internal policies.

    Policy Administration Support :
    Providing prompt, professional, and courteous assistance via phone, email, or in-person. Collaborate and corresponded closely with Life Insurance Administration team and insurance agents to ensure cohesive and streamlined service experience.

    Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. We also support internal promotion and community involvement.
    Previous experience in life insurance application processing or a related field is highly preferred.
    Knowledge of life insurance industry practices and underwriting processes is a plus.
    Proficiency in using relevant software and tools for data entry and record-keeping.
    Effective email and telephone etiquette.

    When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.

    Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.
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