Support life insurance operations as a New Business Associate with Raymond James in Vancouver. This role focuses on processing applications efficiently while building strong connections with advisors and clients.
Joining Raymond James as a Recent Business Associate means becoming a key player in the Insurance Operations team. Ideal candidates will be detail-oriented and understand life insurance products and underwriting processes. Build essential relationships while managing the complexities of application submissions and policy tracking in a supportive environment.
Key Responsibilities:
• Review life insurance applications for accuracy
• Coordinate underwriting requirements and follow-up
• Monitor application progress throughout underwriting




• Process and deliver issued policies to advisors
• Serve as a primary point of contact for advisors
Requirements:
• Minimum 1 year in insurance operations or customer service
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office applications
• Knowledge of regulatory requirements is a plus
• High School Diploma is required
Contribute to efficient life insurance processing and advisor support at Raymond James in Vancouver.
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📌 Life Insurance New Business Associate (Vancouver)
🏢 Raymond James
📍 Vancouver