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. As a member of our high-performing team, 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.
This is a fulltime opportunity based out of their Vancouver office (hybrid role - 2 days a week onsite).
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.
Required Skills & 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.
- Analytical and solutions-based mindset.
- Strong interpersonal and relationship management skills, enabling the building of trust-based connections with clients and colleagues.