Senior Estate Insurance Associate, Nesbitt Burns

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Position Summary

Provides administrative, client-service, and operational support to Estate and Insurance Advisors (EIAs), their clients, and business partners. The role helps grow the insurance business by delivering a high-quality client experience, coordinating sales and service activities, maintaining accurate records, and ensuring that all work complies with established processes, policies, and regulatory requirements.

Client Service and Business Development

• Support the ongoing development of the EIA's book of business.
• Understand client needs and explain relevant services, products, and solutions clearly and appropriately.
• Build and maintain strong relationships with clients and business partners through internal referrals and external marketing initiatives.
• Deliver an exceptional client experience that supports sales activity, referrals, and client retention.
• Resolve client service issues within established guidelines and escalate matters when required.
• Proactively follow up on prospecting opportunities and manage insurance cases already in progress.

Advisor and Operational Support

• Prepare files and supporting materials in advance of advisor and client meetings.
• Manage calendars and coordinate priorities, appointments, and meeting requests from advisors.
• Ensure weekly and monthly team reports are accurate, complete, and submitted on time.
• Coordinate with internal business groups to execute client requests and resolve issues.
• Organize information and records to maintain accuracy and completeness.
• Complete complex and varied tasks within established guidelines, including handling escalations when required.

Business Analysis and Communication

• Collaborate with internal and external stakeholders to achieve business objectives.
• Analyze data and information to generate insights and recommendations.
• Monitor sales and service performance against plans to identify gaps, issues, and best practices.
• Draft, edit, and distribute clear, audience-appropriate communications.
• Assess issues, determine appropriate next steps, and follow through to resolution.

Risk and Compliance

• Apply the Bank's Risk Management Framework and Risk Culture in all aspects of the role.
• Make sound, risk-informed decisions that align with business strategy, protect assets, and remain within the approved Risk Appetite.
• Adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Additional responsibilities may be assigned as business needs evolve.

Qualifications

Experience and Education

• Post-secondary degree in a related field of study.
• Minimum of five years of relevant experience in individual life insurance.
• Life insurance licence required.
• Quebec life insurance licensing is preferred. If the successful candidate is not currently licensed in Quebec, obtaining the appropriate licence will be a condition of employment. BMO currently provides support for the Life Licence Qualification Program (LLQP).

Technical Knowledge

• Advanced knowledge of life insurance and investment products, processes, and procedures.
• Strong knowledge of individual insurance products, including Universal Life, Whole Life, Term Life, Critical Illness, and Disability Insurance.
• Knowledge of group insurance products, trust and estate services, and financial and retirement planning.
• Knowledge of proprietary and industry compliance requirements.
• Ability to read and interpret financial plans and identify potential insurance opportunities.
• Knowledge of Eqisoft/Centralize is an asset.

Core Capabilities

• Strong verbal and written communication skills.
• Strong relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
• Collaborative, team-oriented approach and a commitment to contributing to the team's success.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

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