Insurance Planning Associate

Our financial services client is seeking a motivated Insurance Planning Associate to join their high-performing team in Vancouver, BC. This role is hybrid, requiring 2 days onsite at their office in Vancouver.

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. 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.

You prioritize tasks in a dynamic, fast-paced, and deadline driven environment while always maintaining your professional demeanour.

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.

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.  
• Proactive, resourceful, and self-motivated.  
• Analytical and solutions-based mindset.  
• Strong interpersonal and relationship management skills, enabling the building of trust-based connections with clients and colleagues.  
• Chartered Life Underwriter (CLU) designation preferred.

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.