Business Development Associate

23 hours ago


Burnaby, British Columbia, Canada Disability Solutions Full time

Discover a career opportunity that combines your passion for customer service with your interest in the insurance industry. As a Business Development Associate at Disability Solutions, you will play a crucial role in supporting our team of financial advisors and agents in delivering exceptional life insurance solutions to our clients.

About the Role

This position is ideal for an individual who enjoys working in a fast-paced environment and has strong organizational skills. Your primary responsibility will be to assist in the underwriting process for life insurance applications, ensuring timely and accurate submission to insurance carriers.

You will work closely with our financial advisors and agents, as well as other members of the team, to ensure seamless communication and efficient completion of tasks. Your attention to detail and ability to multitask will be essential in meeting deadlines and achieving goals.

Responsibilities

  • Review and validate life insurance applications for accuracy and completeness
  • Enter case information into our agency management system for permanent record-keeping
  • Communicate with vendors to order necessary underwriting requirements
  • 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
  • Support financial advisors/agents with requests for information

Requirements

  • High School Diploma or equivalent and a minimum of three years' experience in the areas of life insurance or financial services industry or customer service
  • Knowledge of general office concepts, life insurance operations, and regulations
  • Advanced skill in operating standard office equipment and using required software applications

What We Offer

  • Competitive salary range: $45,000 - $60,000 per year, based on education, work experience, and location (BC)
  • Performance bonuses and incentives
  • A comprehensive benefits package, including health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, and discretionary bonuses


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