New Business Associate, Life Insurance

3 days ago

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 Canadians seeking customized solutions to their wealth management needs.

**_ New Business Associate, Life Insurance_**

**How does the role impact the organization?**

**What will your role be responsible for?**
- **Application Review**:

- **Coordination and Communication**:

- Act as a liaison between insurers and agents throughout the underwriting process.
- **Record Maintenance**:

- Maintain accurate and organized records in the firm's policy administration system.
- **Compliance Adherence**:

- **Policy Administration Support**:
- **Cross-Team Collaboration**:

- Collaborate and corresponded closely with Life Insurance Administration team and insurance agents to ensure cohesive and streamlined service experience.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**

**_ To qualify for this opportunity you possess:_**
- Exceptional attention to detail and organizational skills.
- Strong communication skills to effectively coordinate and correspond with multiple parties.
- Knowledge of life insurance industry practices and underwriting processes is a plus.
- Proficiency in using relevant software and tools for data entry and record-keeping.

**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Job** Business Development

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

**Organization** RJFP

**Schedule** Full-time

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