Associate, Insurance

3 days ago


Burnaby, Canada Raymond James Financial Full time

**Essential Duties and Responsibilities**:

- Validate agent licensing and appointment for business submitted
- Follow up on account transfer requests
- Record account updates in agency management system
- Process various policy service requests
- Provide timely and effective customer service;
- Provide instruction to financial advisors/agents on completing documents
- Performs other duties and responsibilities as assigned.

**Knowledge, Skills and Abilities**

**Knowledge of**:

- Investment and/or insurance industry operations.
- Concepts, practices and procedures of investment and/or insurance compliance, including suitability
- Principles, practices, and procedures of general office concepts and customer service.

**Skills in**:

- Identifying the needs of customers (Advisors) through effective questionning and listening techniques.
- Communicating detailed policy information and/or requirements between financial advisors and their support staff, interdepartment staff, and insurance carriers.

**Ability to**:

- Provide a high level of customer service in a courteous and professional manner.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.
- Use appropriate oral and written communicate skills to communicate effectively with Financial Advisors, Associates, and external vendors.
- Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

**Educational/Previous Experience Requirements**:

- High School Diploma or equivalent and a minimum of three (3) years’ experience in financial services industry, preferably inlcuding related service experience.
- ~or~
- Any equivalent combination of experience, education, and/or training.

**Licenses/Certifications**:

- Life, Health and Variable Annuities License is helpful but not required;
- Canadian Securities Course an asset.

**Job** Private Clients Solutions

**Primary Location** CA-BC-Burnaby-Burnaby

**Organization** RJFP

**Schedule** Full-time

**Status** Permanent Full-Time



  • Burnaby, Canada Acera Insurance Services Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...


  • Burnaby, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Burnaby, Canada Acera Insurance Services Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...


  • Burnaby, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Burnaby, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered with a sense of...


  • Burnaby, Canada HUB International Full time

    HUB International is continuously GROWING, and we are looking for individuals with an ENTREPRENUER mindset to join our team! We are BC’s largest insurance broker, growing 15% year over year! We offer stability, career development opportunities, and a strong teamworking environment. Whether you’re just starting out in insurance, or a seasoned veteran,...


  • Burnaby, Canada HUB International Full time

    HUB International is continuously GROWING, and we are looking for individuals with an ENTREPRENUER mindset to join our team! We are BC’s largest insurance broker, growing 15% year over year! We offer stability, career development opportunities, and a strong teamworking environment. Whether you’re just starting out in insurance, or a seasoned veteran,...


  • Burnaby, British Columbia, Canada Disability Solutions Full time

    About the OpportunityWe are excited to announce the opening of the Associate, Life and Accident Insurance position within our Disability Solutions team. This is a unique opportunity for a highly skilled and motivated individual to join our team and contribute to the success of our organization.Key ResponsibilitiesPerform initial reviews of submitted life...


  • Burnaby, British Columbia, Canada Raymond James Financial Full time

    Raymond James Financial is a leading financial services company seeking a Life Insurance Associate to join our team. This role plays a vital part in facilitating the underwriting process for life insurance applications submitted by financial advisors/agents.Key Responsibilities:Initial review of submitted life insurance applicationsValidation of agent...

  • Client Care Associate

    3 months ago


    Burnaby, Canada Awrap Insurance Services Inc. Full time

    **JOB DESCRIPTION** The role of a Client Care Associate is best suited for a friendly individual with strong interpersonal skills and the ability to stay organized. Regular working hours are Monday to Friday either 9:00 AM - 5:00 PM or 10:00 AM - 6:00 PM. **REQUIREMENTS** - Secondary School Completion. - A Level 1 General Insurance License is an asset but...


  • Burnaby, Canada Disability Solutions Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.New Business Associate, Life InsuranceHow does the role impact the...


  • Burnaby, British Columbia, Canada Disability Solutions Full time

    About the RoleThis is an exciting opportunity to join our team as a Business Development Associate - Life Insurance. As a key member of our Disability Solutions team, you will play a vital role in supporting the underwriting process for life insurance applications.Job ResponsibilitiesPerform initial reviews of submitted life insurance applicationsValidate...


  • Burnaby, Canada Raymond James Financial, Inc. Full time

    **New Business Associate, Life Insurance (Case Manager)** - 2401512 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...


  • Burnaby, Canada Acera Insurance Services Ltd. Full time

    _We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Burnaby (Burnaby Heights / Willingdon Heights / West Central Valley), Canada Phata Chan & Associate Ltd Full time

    Job DescriptionWe are seeking a highly skilled Senior Taxation Director to join Phata Chan & Associate Ltd's Accounting and Finance team.About UsPhata Chan & Associate Ltd is a dynamic and innovative company that offers exciting opportunities for professionals to grow and develop their skills.SalaryThe estimated annual salary for this position is $120,000 -...


  • Burnaby, Canada Acera Full time

    **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a...


  • Burnaby, Canada HUB International Full time

    **HUB International is continuously GROWING, and we are looking for individuals with an ENTREPRENEURIAL mindset to join our team! **We are BC’s largest insurance broker, growing 15% year over year! We offer stability, career development opportunities, and a strong teamworking environment. Whether you’re just starting out in insurance, or a seasoned...


  • Burnaby, British Columbia, Canada Disability Solutions Full time

    At Disability Solutions, we're committed to helping individuals achieve financial stability and security. As a Business Development Specialist, you'll play a critical role in supporting our life insurance underwriting process. Your primary responsibility will be to work closely with financial advisors and agents to facilitate the application process,...


  • Burnaby, British Columbia, Canada Raymond James Financial Full time

    We are seeking a highly motivated New Business Life Insurance Associate to join our team at Raymond James Financial. This is an exciting opportunity for individuals who are passionate about life insurance and want to contribute to the success of our organization.Job OverviewThe New Business Life Insurance Associate will play a crucial role in facilitating...


  • Burnaby, Canada Echelon Insurance Full time

    **About Us**: Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions...