Manage life and health insurance cases in Vancouver, using client communication and underwriting coordination to support policy delivery.
As an Insurance Associate, you will own client files after initial planning meetings and work with Estate and Insurance Planners, Advisors, clients, and carriers. You will complete applications, manage underwriting, coordinate policy delivery, and support ongoing policy service. The position also includes insurance marketing initiatives.
Key Responsibilities: Complete insurance applications and explain documentation requirements
Submit accurate applications and obtain missing information
Manage cases through underwriting and policy delivery
Coordinate requirements, timelines, updates, and routine issue resolution




Maintain records and support policy changes and beneficiary updates
Requirements: Three-plus years in life and health insurance
Two years completing applications directly with clients
Current Life and Accident and Sickness licence
Knowledge of insurance products and estate planning principles
Experience using carrier systems, CRM, and planning software
Apply your insurance applications, case management, and client service experience to support accurate policy delivery in Vancouver.

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📌 Insurance Case Management Associate (British Columbia)
🏢 Odlum Brown
📍 British Columbia