New Business Associate, Life Insurance

2 days ago

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 Insurance

How does the role impact the organization?

Under general supervision, provides support and assistance to facilitate underwriting process for life insurance applications submitted by financial advisors/agents. Associate will enter record into agency management system, communicate with vendors to order necessary underwriting requirements and complete follow up on requirements ordered. Associate with work closely with financial advisors/agents and other members of the team. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

What will your role be responsible for?

  • Perform initial review of submitted life insurance applications
  • Validate agent licensing and appointment for business submitted
  • Input case into agency management system for permanent record of business
  • Submit good order applications to insurance carriers via secure delivery
  • Order paramedical exams required by carrier for underwriting decision
  • Track completion of exams and forward to insurance carrier for review
  • Follow-up on requests for information to ensure timely completion
  • Process issued life insurance policies for mailing to financial advisors/agents
  • Send follow up notices to financial advisors/agents until delivery requirements are completed
  • Review and submit delivery requirements to insurance carrier
  • Ensure delivery requirements are received by insurance carrier and policy is placed inforce
  • Process various policy service requests
  • Support financial advisors/agents with requests for information
  • Performs other duties and responsibilities as assigned.


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?

Knowledge, Skills, and Abilities:

Knowledge of:

  • Principles, practices, and procedures of general office concepts
  • Policies that govern personal life insurance operations.
  • Process flows within specific assigned functional area.
  • Regulations for specific assigned functional area.


Advanced Skill in:

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.


Ability to:

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
  • Analyzing data to identify discrepancies.
  • Problem solving.


Educational/Previous Experience Requirements:

  • High School Diploma or equivalent and a minimum of three (3) years' experience in the areas of life insurance or financial services industry or customer service.


~or~

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications:

  • Life and Accident & Illness License is helpful but not required.


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.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $45,000-60,000 in addition to competitive performance bonuses/incentives.

  • New Business Associate, Life Insurance

    3 weeks ago

    Burnaby, Canada Raymond James Financial, Inc. Full time

    **New Business Associate, Life Insurance** - 2403792 - 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...

  • New Business Associate, Life Insurance

    6 months 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...

  • Life Insurance Associate Specialist

    2 weeks ago

    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...

  • Underwriter, Commercial New Business

    2 days ago

    Burnaby, Canada Acera Insurance Services Ltd. Full time

    _We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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...

  • Underwriter, Commercial New Business

    3 days ago

    Burnaby, Canada Acera Insurance Services Ltd. Full time $70,000 - $90,000

    We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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...

  • Associate, Commercial Insurance, Real Estate

    6 months ago

    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...

  • Associate, Commercial Insurance, Real Estate

    2 months ago

    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...

  • Contracting Specialist Opportunity with Empire Life

    3 weeks ago

    Burnaby, British Columbia, Canada Empire Life Full time

    Job Overview">Empire Life is seeking a skilled Contracting Specialist to join our team. This role will provide optimal support to advisors with all their day-to-day contracting needs, focusing on building and maintaining quality support for our advisors.About UsAs a leading company in the insurance industry, Empire Life prides itself on providing independent...

  • Commercial Insurance Account Manager

    6 months ago

    Burnaby, Canada Reliance Insurance Agencies Ltd. Full time

    Reliance Insurance is one of the largest independent insurance brokerages in Western Canada providing products and services in all areas of insurance, including Commercial, Home, Auto, Marine, Life and Employee Benefits. Head Office is based in Burnaby, BC. We are a 100% Canadian owned family business since 1985. We offer our team members a comprehensive...

  • Associate, Commercial Insurance

    6 months ago

    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...

  • Associate, Commercial Insurance

    2 months ago

    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...

  • Auto Insurance Broker

    6 months ago

    Burnaby, Canada Waypoint Insurance Full time

    Think about how exciting it would be to have a career that blends education, sales and technical savvy! Insurance brokers advise clients on how best to protect their assets. We are focused on attracting the right people to help us change the way insurance is offered. Client preferences on how they purchase insurance are driving the need for change at...

  • Commercial Insurance Account Manager

    6 months ago

    Burnaby, Canada Reliance Insurance Agencies Ltd Full time

    COMMERCIAL INSURANCE ACCOUNT MANAGER Reliance Insurance is one of the largest independent insurance brokerages in Western Canada providing products and services in all areas of insurance, including Commercial, Home, Auto, Marine, Life and Employee Benefits. Our brand new (state of the art in technology & design) Head Office is based in Burnaby, BC. We are...

  • Insurance Advisor

    2 weeks ago

    Burnaby, Canada Westland Insurance Full time

    Burnaby, BC, 7398 Edmonds St #1, Burnaby, British Columbia, Canada Req #3634 Friday, November 29, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Burnaby, BC at our Edmonds office. Do you love to talk about insurance and...

  • Life Insurance Agent

    6 months ago

    Burnaby, Canada DUMONDE SERVICES MANAGEMENT INC. Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Insurance experience**: - Individual insurance - Group insurance - Disability insurance - Health insurance - Life insurance - Personal - Travel insurance **Screening questions**: - Are you available for the advertised start date? - Are you currently...

  • Merchandise Associate Van

    6 months ago

    Burnaby, Canada Sporting Life Inc Full time

    **Sporting Life** Sporting Life is a leading, iconic Canadian sports lifestyle retailer. Since 1979, we've been committed to providing our customers and their families with the best possible experience—and we are continuously working to improve it every day. We offer the best in outdoor apparel and fashion, footwear, equipment and accessories for men,...

  • Merchandise Associate Van

    6 months ago

    Burnaby, Canada Sporting Life Inc Full time

    **Sporting Life** Sporting Life is a leading, iconic Canadian sports lifestyle retailer. Since 1979, we've been committed to providing our customers and their families with the best possible experience—and we are continuously working to improve it every day. We offer the best in outdoor apparel and fashion, footwear, equipment and accessories for men,...

  • Associate Insurance Advisor

    6 months ago

    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,...

  • Insurance Advisor

    6 months ago

    Burnaby, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Metrotown Mall office in Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Associate, Commercial Insurance, Real Estate

    6 months ago

    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...