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 requirementsSubmit accurate applications and obtain missing informationManage cases through underwriting and policy deliveryCoordinate requirements, timelines, updates, and routine issue resolutionMaintain records and support policy changes and beneficiary updatesRequirements:Three-plus years in life and health insuranceTwo years completing applications directly with clientsCurrent Life and Accident and Sickness licenceKnowledge of insurance products and estate planning principlesExperience using carrier systems, CRM, and planning softwareApply your insurance applications, case management, and client service experience to support accurate policy delivery in Vancouver.

📌 Insurance Case Management Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver