Support life insurance operations as a New Business Associate with Raymond James in Vancouver. This role focuses on processing applications efficiently while building solid 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
Solid 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.
📌 Life Insurance New Business Associate Vancouver
🏢 Raymond James
📍 Vancouver
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