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Job Description & How to Apply Below
As a New Business Associate, you will play an instrumental role in connecting with financial advisors and insurance carriers. This position requires strong organizational skills and a commitment to delivering high-quality service throughout the application processing and policy delivery phases. Experience in financial services or customer service is highly valued in this collaborative environment.
Key Responsibilities:
• Ensure life insurance applications meet all requirements
• Liaise with numerous stakeholders during the underwriting process
• Maintain accurate records and monitor application status
• Deliver processed policies to advisors efficiently
• Provide administrative support for advisor inquiries
Requirements:
• At least 1 year of experience in a related field
• Excellent communication and problem-solving skills
• Detailed understanding of life insurance products
• Proficient with business management systems
• Educational background in Business or Finance is helpful
Elevate your career in insurance support with Raymond James in Vancouver.
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Position Requirements
10+ Years
work experience
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