Insurance Planning Associate

Altis Recruitment; Vancouver; Hybrid; CAD 63,000 - 87,000; Full time

Job summary

A financial services client is seeking a motivated Insurance Planning Associate to join their high-performing team in Vancouver, BC. This hybrid role involves supporting insurance-related matters, collaborating with colleagues, and providing personalized client service in a dynamic environment.

Qualifications

• 5+ years of client-facing experience in financial and insurance planning.

Responsibilities

• Support Insurance Specialists and Wealth Advisors with policy applications.
• Prepare applications, coordinate medical requirements, and draft client communications.
• Assist in insurance planning activities, including analysis and recommendations.

Skills

Communication

Organizational Skills

Multitasking

Analytical Mindset

Client-Centric Attitude

Education

Life License Qualification Program (LLQP)

Job description

Join to apply for the Insurance Planning Associate role at Altis Recruitment

Base pay range

CA$63,000.00/yr - CA$87,000.00/yr

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 will support insurance-related matters, collaborate with colleagues on various insurance cases, and prioritize tasks in a dynamic environment.

Responsibilities:

1. Support Insurance Specialists and Wealth Advisors with policy applications and updates.
2. Prepare applications, coordinate medical requirements, and draft client communications.
3. Follow-up with clients and underwriters on case requirements.
4. Assist in insurance planning activities, including analysis and recommendations.
5. Manage in-force policy changes and maintenance.
6. Provide personalized client service and resolve queries promptly.
7. Facilitate Living Benefits claims and escalate concerns as needed.
8. Maintain current insurance carrier forms and communicate updates.
9. Keep commission spreadsheets updated.
10. Mentor team members and engage in ongoing learning.
11. Perform other relevant duties as assigned.

Qualifications:

1. 5+ years of client-facing experience in financial and insurance planning.
2. Life License Qualification Program (LLQP).
3. Excellent communication skills.
4. Ability to work in a fast-paced environment with attention to detail.
5. Strong organizational and multitasking abilities.
6. Client-centric attitude and adaptability.
7. Proactive, resourceful, and analytical mindset.
8. Strong interpersonal skills for building trust with clients and colleagues.

Additional Details:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance, Analysis, Strategy/Planning
• Industries: Insurance, Financial Services, Insurance Agencies and Brokerages