Insurance Associate

7 days ago

Vancouver British Columbia, British Columbia, Canada Altis Recruitment Full time

As an Insurance Planning Associate, you have a keen eye for detail and a passion for providing exceptional support to clients, Insurance Specialists, Wealth Advisors and Wealth Planning Associates in all insurance related matters. As a member of our high-performing team, you’ll partner and work collaboratively with your colleagues on a variety of insurance cases including Life -Whole, Universal, Term, etc. and Living Benefits – Disability, Critical Illness, etc.


This is a fulltime opportunity based out of their Vancouver office (hybrid role - 2 days a week onsite).


Responsibilities

  • Support Insurance Specialists and Wealth Advisors with new policy applications and in-force policy updates and amendments.
  • Prepare new applications, coordinate medical requirements, collaborate on Reason Why Letters, and client memos.
  • Follow-up with clients and underwriting on outstanding case requirements.
  • Support insurance planning activities through thorough analysis, drafting illustrations, and providing recommendations.
  • Facilitate in-force policy changes and maintenance.
  • Deliver a high level of personalized, end-to-end, service with rapid and solutions-based resolutions of queries.
  • Facilitate Living Benefits claims.
  • Escalate client concerns and complaints proactively.
  • Create and maintain a catalogue of the most current insurance carrier forms and communication of requirement changes and communicate changes with the Advisory Services Team.
  • Maintain commission spreadsheets ensuring up-to-date schedules are on file.
  • Provide mentorship to team members to support their learning and development.
  • Engage in ongoing learning and development to improve skills and knowledge.
  • Other relevant and related responsibilities, as assigned and as the needs of the organization change.


Required Skills & Qualifications

  • 5+ years’ related work experience in a client facing role with exposure to financial and insurance planning.
  • Life License Qualification Program (LLQP).
  • Excellent written and verbal communication skills.
  • Thrive in a dynamic and fast paced environment.
  • Excel when focused on complex tasks that require attention to detail.
  • Deliver high quality work while managing competing priorities and deadlines.
  • Client centric attitude.
  • Ability to adapt to and embrace change in a high growth organization.
  • Analytical and solutions-based mindset.
  • Strong interpersonal and relationship management skills, enabling the building of trust-based connections with clients and colleagues.

  • Insurance Associate

    6 days ago

    Vancouver, British Columbia, Canada Altis Recruitment Full time

    Insurance Planning AssociateAs a key member of our team, you will play a vital role in providing exceptional support to clients, Insurance Specialists, Wealth Advisors, and Wealth Planning Associates in all insurance-related matters. Your keen eye for detail and passion for delivering outstanding service will enable you to excel in this dynamic and...

  • Insurance Associate

    6 days ago

    Vancouver, British Columbia, Canada Altis Recruitment Full time

    Insurance Planning AssociateAs a key member of our team, you will play a vital role in providing exceptional support to clients, Insurance Specialists, Wealth Advisors, and Wealth Planning Associates in all insurance-related matters. Your keen eye for detail and passion for delivering outstanding service will enable you to excel in this dynamic and...

  • Insurance Underwriter

    2 days ago

    Vancouver, British Columbia, Canada Auto-Owners Insurance Full time

    About the RoleAuto-Owners Insurance is seeking a skilled Underwriter to join our team. As an Underwriter, you will be responsible for analyzing and evaluating risks to determine the appropriate insurance coverage for our clients.Key ResponsibilitiesAnalyze loss experience, financial conditions, and physical characteristics of risks to determine insurance...

  • Insurance Underwriter

    2 days ago

    Vancouver, British Columbia, Canada Auto-Owners Insurance Full time

    About the RoleAuto-Owners Insurance is seeking a skilled Underwriter to join our team. As an Underwriter, you will be responsible for analyzing and evaluating risks to determine the appropriate insurance coverage for our clients.Key ResponsibilitiesAnalyze loss experience, financial conditions, and physical characteristics of risks to determine insurance...

  • Legal Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Zurich Insurance Company Ltd. Full time

    About the OpportunityZurich Canada is seeking a highly skilled Legal Assistant to join our team in the Insurance industry. As a key member of our team, you will provide administrative support to one or more lawyers and paralegals, ensuring the smooth operation of our litigation and administrative matters.Key ResponsibilitiesProvide administrative support to...

  • Legal Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Zurich Insurance Company Ltd. Full time

    About the OpportunityZurich Canada is seeking a highly skilled Legal Assistant to join our team in the Insurance industry. As a key member of our team, you will provide administrative support to one or more lawyers and paralegals, ensuring the smooth operation of our litigation and administrative matters.Key ResponsibilitiesProvide administrative support to...

  • Legal Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada Zurich Insurance Company Ltd. Full time

    About the OpportunityZurich Canada is seeking a highly skilled Legal Assistant to join our team in the Insurance industry. As a key member of our team, you will provide administrative support to one or more lawyers and paralegals, ensuring the smooth operation of our litigation and administrative matters.Key ResponsibilitiesProvide administrative support to...

  • Insurance and Financial Planning Associate

    7 days ago

    Vancouver, British Columbia, Canada Canaccord Genuity Corp. Full time

    Job Title: Insurance and Financial Planning AssociateWe are seeking a highly motivated and organized individual to join our Financial Planning team at Canaccord Genuity Corp. as an Insurance and Financial Planning Associate.Key Responsibilities:Provide insurance support with in-force policies, including notifying specialists of upcoming policy anniversaries,...

  • Insurance and Financial Planning Associate

    7 days ago

    Vancouver, British Columbia, Canada Canaccord Genuity Corp. Full time

    Job Title: Insurance and Financial Planning AssociateWe are seeking a highly motivated and organized individual to join our Financial Planning team at Canaccord Genuity Corp. as an Insurance and Financial Planning Associate.Key Responsibilities:Provide insurance support with in-force policies, including notifying specialists of upcoming policy anniversaries,...

  • Insurance and Financial Planning Associate

    4 weeks ago

    Vancouver, British Columbia, Canada The Consumer Goods Forum Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Insurance and Financial Planning Associate to join our team at The Consumer Goods Forum. As an Insurance and Financial Planning Associate, you will be responsible for providing administrative support to our Financial Planning team, including assisting with insurance policies, client data...

  • Insurance and Financial Planning Associate

    4 weeks ago

    Vancouver, British Columbia, Canada The Consumer Goods Forum Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Insurance and Financial Planning Associate to join our team at The Consumer Goods Forum. As an Insurance and Financial Planning Associate, you will be responsible for providing administrative support to our Financial Planning team, including assisting with insurance policies, client data...

  • Executive Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada J.T. Insurance Services (Canada), Inc. Full time

    Job Title: Executive AssistantWe are seeking an experienced Executive Assistant to join our team at J.T. Insurance Services (Canada), Inc. The successful candidate will provide administrative support to our executives and contribute to the smooth operation of our insurance services.Key Responsibilities:Provide administrative support to executives, including...

  • Executive Assistant

    2 weeks ago

    Vancouver, British Columbia, Canada J.T. Insurance Services (Canada), Inc. Full time

    Job Title: Executive AssistantWe are seeking an experienced Executive Assistant to join our team at J.T. Insurance Services (Canada), Inc. The successful candidate will provide administrative support to our executives and contribute to the smooth operation of our insurance services.Key Responsibilities:Provide administrative support to executives, including...

  • Executive Assistant

    1 week ago

    Vancouver, British Columbia, Canada J.T. Insurance Services (Canada), Inc. Full time

    Job Title: Executive AssistantWe are seeking an experienced Executive Assistant to join our team at J.T. Insurance Services (Canada), Inc. The successful candidate will provide administrative support to our executive team, ensuring the smooth operation of our daily activities.Key Responsibilities:Provide administrative support to the executive team,...

  • Executive Assistant

    1 week ago

    Vancouver, British Columbia, Canada J.T. Insurance Services (Canada), Inc. Full time

    Job Title: Executive AssistantWe are seeking an experienced Executive Assistant to join our team at J.T. Insurance Services (Canada), Inc. The successful candidate will provide administrative support to our executive team, ensuring the smooth operation of our daily activities.Key Responsibilities:Provide administrative support to the executive team,...

  • Insurance Advisor, Client Service Centre

    3 weeks ago

    Vancouver, British Columbia, Canada 019987 Hub International Insurance Brokers Full time

    About UsWe are BC's largest Insurance Broker, and we're looking for individuals to grow with us. A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the...

  • Insurance Advisor, Client Service Centre

    3 weeks ago

    Vancouver, British Columbia, Canada 019987 Hub International Insurance Brokers Full time

    About UsWe are BC's largest Insurance Broker, and we're looking for individuals to grow with us. A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the...

  • Insurance and Financial Planning Associate

    3 weeks ago

    Vancouver, British Columbia, Canada The Consumer Goods Forum Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Insurance and Financial Planning Associate to join our team at The Consumer Goods Forum. As a key member of our Financial Planning team, you will be responsible for providing administrative support, insurance planning, and financial planning services to our clients.Key...

  • Insurance and Financial Planning Associate

    3 weeks ago

    Vancouver, British Columbia, Canada The Consumer Goods Forum Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Insurance and Financial Planning Associate to join our team at The Consumer Goods Forum. As a key member of our Financial Planning team, you will be responsible for providing administrative support, insurance planning, and financial planning services to our clients.Key...

  • Senior Estate Insurance Marketing Associate

    3 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Insurance Marketing Associate to join our Estate and Wealth team at BMO. As a key member of our team, you will play a critical role in supporting the growth of our insurance sales and providing exceptional service to our clients.Key ResponsibilitiesProvide administrative support to the Estate &...