New Business Associate, Life Insurance

Job Description - New Business Associate, Life Insurance (2600507)

New Business Associate, Life Insurance - 2600507

At Raymond James,
we develop,
we collaborate,
we decide,
we deliver, and we improve together

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 detail-oriented and service-focused New Business Associate, Life Insurance to join our Insurance Operations team in Vancouver.

In this role, you will support the end-to-end processing of life insurance applications, working closely with financial advisors, insurance carriers, underwriting partners, and internal team members. You will play a key role in ensuring applications are submitted accurately, underwriting requirements are completed efficiently, and policies are placed in force in a timely manner.

This is an excellent opportunity for an organized professional who enjoys managing multiple priorities, building strong relationships, and contributing to a high-quality advisor and client experience.

• Review life insurance applications for completeness, accuracy, and good-order requirements.
• Verify advisor licensing, carrier contracting, and other submission requirements.
• Enter and maintain accurate records within the agency management system.
• Validate applications submitted to insurance carriers through approved and secure channels.
• Monitor case progress and maintain up-to-date records throughout the underwriting process.
• Order and coordinate underwriting requirements, including paramedical exams, and other carrier requirements.
• Liaise with vendors, carriers, advisors, and internal stakeholders to facilitate the collection of outstanding requirements.
• Proactively follow up on pending requirements to support timely underwriting decisions.
• Track and communicate application status updates to advisors and team members.

• Process issued policies and prepare delivery packages for advisors.
• Review and track outstanding delivery requirements, including signatures, disclosures, and premium requirements.
• Submit completed delivery requirements to insurance carriers.
• Confirm policies are successfully placed in force and accurately reflected in internal systems.
• Serve as a primary point of contact for advisor inquiries related to new business and administration.
• Maintain a high level of service, professionalism, and responsiveness when supporting advisors and business partners.
• Contribute to process improvements and operational efficiencies within the department.
• Perform other duties and special projects as assigned

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

• Understanding of life insurance products, underwriting processes, and policy administration practices is preferred.
• Experience in life insurance, financial services, insurance operations, customer service, or a related administrative environment.
• Familiarity with regulatory and compliance requirements applicable to life insurance business is an asset.
• Proficiency with Microsoft Office applications and business management systems.

• Strong attention to detail with the ability to identify discrepancies and ensure data accuracy.
• Exceptional organizational and time-management skills.
• Ability to manage multiple priorities and deadlines.
• Strong problem-solving and critical-thinking abilities.
• Excellent written and verbal communication skills.
• Ability to build productive working relationships with advisors, carriers, vendors, and internal…