THE OPPORTUNITY

We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.

WHAT YOU'LL DO

Reporting to the Senior Manager, Estate and Insurance, you will take ownership of client files following the initial planning meeting. You will meet with clients to complete insurance applications, manage cases through underwriting and policy delivery, and support ongoing policy service. You will also lead insurance marketing initiatives, working closely with Estate and Insurance Planners, Investment Advisors, Portfolio Managers, clients and insurance carriers.

RESPONSIBILITIES

Insurance Applications, Operations and Case Management

- Meet with clients following the initial planning discussion to complete insurance applications and explain documentation requirements and next steps
- Act as a key point of contact for Estate and Insurance Planners, Investment Advisors and Assistants, clients and insurance carriers
- Prepare and submit accurate applications and supporting documentation, obtaining outstanding information and signatures
- Manage cases from application through underwriting and policy delivery to ongoing service, coordinating timelines and all parties involved
- Coordinate underwriting requirements with clients and carriers, monitor progress, resolve routine issues and elevate complex matters as needed
- Provide timely case updates, respond to inquiries from clients, advisors and internal partners, and support timely resolution
- Maintain complete and accurate client and case records in accordance with regulatory, privacy and firm requirements
- Support policy delivery and ongoing service, including policy changes, beneficiary updates and other in‐force requests
- Prepare meeting materials,



case summaries and client communications
- Stay current on insurance products, carrier processes and industry requirements

Insurance Marketing, Practice Development and Team Support

- Coordinate insurance marketing initiatives for clients, advisors and the firm in partnership with the Marketing and Compliance teams
- Develop clear, compliant brochures, presentations, email campaigns and other client-facing insurance materials
- Support business development through seminars, referrals, advisor outreach and other initiatives that build awareness of insurance planning opportunities
- Review client financial plans to uncover insurance needs and planning opportunities, and share findings with Estate and Insurance Planners and Advisors
- Track marketing activities and results, and identify opportunities to improve campaigns
- Identify opportunities to improve workflows, templates and client service practices
- Provide day‐to‐day guidance and support to Insurance Assistants

COMPETENCIES

- Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
- Business Development – Identify, qualify, pursue,



and secure leads on recent business opportunities to drive revenue growth and expand client base in target markets or customer segments
- Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
- Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long‐term goals, balancing income, investments, savings, and expenditures
- Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needs
- Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
- Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

KNOWLEDGE AND EXPERIENCE

- 3+ years of experience in life and health insurance, including two years completing insurance applications directly with clients
- Post‐secondary degree in business, commerce or a related field is an asset
- Certified Financial Planner CFP® designation is an asset
- Current Life and Accident and Sickness licence in good standing, with no supervision requirements
- Demonstrated experience managing insurance applications and new business cases through underwriting and policy delivery, and servicing in‐force policies
- Knowledge of life, disability, critical illness a

📌 Insurance Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver