Manage life and health insurance cases in Vancouver, using client communication and underwriting coordination to support policy delivery.
As an Insurance Associate, you will own client files after initial planning meetings and work with Estate and Insurance Planners, Advisors, clients, and carriers. You will complete applications, manage underwriting, coordinate policy delivery, and support ongoing policy service. The position also includes insurance marketing initiatives.
Key Responsibilities:
- Complete insurance applications and explain documentation requirements
- Submit accurate applications and obtain missing information
- Manage cases through underwriting and policy delivery
- Coordinate requirements, timelines, updates, and routine issue resolution
- Maintain records and support policy changes and beneficiary updates
Requirements:
- Three-plus years in life and health insurance
- Two years completing applications directly with clients
- Current Life and Accident and Sickness licence
- Knowledge of insurance products and estate planning principles
- Experience using carrier systems, CRM, and planning software
Apply your insurance applications, case management, and client service experience to support accurate policy delivery in Vancouver.
Insurance Case Management Associate in Vancouver employer: Odlum Brown Limited
Odlum Brown is an exceptional employer that prioritizes a high-performance culture and values the growth of its employees. As the Branch Manager in Vancouver, you will benefit from a collaborative work environment that fosters strong relationships with Investment Advisors and offers ample opportunities for professional development. With a commitment to operational excellence and client-first service, Odlum Brown stands out as a rewarding place to build your career.
