Associate Insurance Service Advisor
1 week ago
Requisition ID: 202089
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.
Accountabilities
- Acts as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy management activities. This includes delivering training to advisors on accessing policy details within Centralize and best practices for servicing activities; reviewing statements and notices as they are distributed to the Agent of Record; and flagging any policies that require attention; undertaking policy analysis; requesting in-force illustrations; and providing any necessary paperwork to advisors.
- Proactively reviews a subset of in-force permanent life insurance policies at key milestones in order to identify any potential issues that might lead to future client concerns related to the performance of their policy. This may include collaborating with advisors and SWIS colleagues in determining the best approach to address issues and mitigate any risks.
- Takes on Agent of Record for all orphaned policies within the region, which includes being the primary contact for those clients in managing their policies. This may also include doing the same on select policies that have been referred directly to SWIS by an unlicensed advisor or business partner.
- Triages any requests for licensed advisors to take over as Agent of Record on policies that were sold by external agents, collaborating with SWIS colleagues to ensure that any new AORs will not increase our risk exposure and are onboarded effectively. This includes ensuring that advisors are aware of the AOR policy and any requirements for considering requests.
- Identifies opportunities to introduce an Insurance Consultant into an in-force policy where there may be new business potential, such as conversions, re-applications, or secondary sales. This includes proactively reviewing their in-force block of business for such opportunities and working closely with the ICs in their region to develop a process for partnering effectively.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment.
Education / Experience / Other Information
- Minimum of 3-5 years’ experience within the life insurance industry coupled with a University degree (or equivalent education)
- LLQP is a requirement
- The Certified Financial Planner (CFP) and/or Certified Life Underwriter (CLU) designations are an asset
- Experience working with permanent life insurance and working knowledge of insurance carrier illustrations, software and advisor portals is essential
- Knowledge of the estate planning uses for life insurance including corporate owned life insurance strategies is essential
- Outstanding interpersonal skills, with an ability to deal with sensitive and difficult client situations in a gracious and professional manner
- Ability to work effectively and collaboratively within a team
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve an English-speaking clientele frequently.
Location(s): Canada : Ontario : Toronto || Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
#J-18808-Ljbffr-
Associate Insurance Advisor
3 months ago
Toronto, Canada The Cooperators - Andy Chow & Associates Full timeThe Associate Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. They are high achieving business builders who are entrepreneurial-minded. The Associate Insurance Advisor will identify prospects in both personal and business markets, determine needs as a trusted...
-
Insurance Advisor
4 months ago
Toronto, Canada Westland Insurance Full timeInsurance Advisor Etobicoke, ON, 5468 Dundas St W, Etobicoke, Ontario, Canada Req #3039 Tuesday, May 28, 2024 We’re searching for an Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Etobicoke, ON office . Do you love to talk...
-
Insurance Advisor
2 months ago
Toronto, Ontario, Canada Westland Insurance Full timeInsurance Advisor (Remote in ON) Ontario, Canada ● Virtual Req #3213 Monday, July 22, We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor (Remote) to work within MyGroup in Ontario. Do you love to talk about insurance and provide...
-
Insurance Advisor
3 months ago
Toronto, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Uptown office in Toronto, ON. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...
-
Personal Insurance Advisor
5 days ago
Toronto, Ontario, Canada BrokerLink Insurance Full time**Personal Insurance Advisor** A Personal Insurance Advisor is sought to provide exceptional customer service, advise on insurance matters, and sell new policies to existing and new clients. Being part of BrokerLink means living our values: integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and...
-
Insurance Service Advisor
2 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesClient SupportAct as the primary point of contact for...
-
Insurance Service Advisor
2 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesClient SupportAct as the primary point of contact for...
-
Insurance Service Advisor
5 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesPolicy SupportAct as the primary point of contact for...
-
Insurance Service Advisor
5 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesPolicy SupportAct as the primary point of contact for...
-
Personal Insurance Advisor
1 week ago
Toronto, Ontario, Canada BrokerLink Insurance Full timeJob Title: Experienced Personal Insurance Advisor Company: BrokerLink At BrokerLink, we're looking for a talented and customer-focused individual to join our team as an Experienced Personal Insurance Advisor. As a key member of our Digital Sales Region, you will play a vital role in providing exceptional service to our clients and growing our business. About...
-
Insurance Advisor
1 week ago
Toronto, Ontario, Canada BrokerLink Insurance Full timeAbout BrokerLink InsuranceBrokerLink Insurance is a leading provider of insurance solutions, committed to delivering exceptional customer service and building long-term relationships with our clients. We value diversity and are dedicated to creating an inclusive work environment that inspires our team members to be their best selves.Job SummaryWe are seeking...
-
Insurance Advisor
1 week ago
Toronto, Ontario, Canada BrokerLink Insurance Full timeAbout BrokerLink InsuranceBrokerLink Insurance is a leading provider of insurance solutions, committed to delivering exceptional customer service and building long-term relationships with our clients. We value diversity and are dedicated to creating an inclusive work environment that inspires our team members to be their best selves.Job SummaryWe are seeking...
-
Insurance Advisor
1 week ago
Toronto, Ontario, Canada BrokerLink Insurance Full timeAbout BrokerLink InsuranceBrokerLink Insurance is a leading provider of insurance solutions, committed to delivering exceptional customer service and building long-term relationships with our clients. We value diversity and are dedicated to creating an inclusive work environment that inspires our team members to be their best selves.Job SummaryWe are seeking...
-
Life Insurance Associate
2 weeks ago
Old Toronto, Ontario, Canada Raymond James Financial Full timeJob DescriptionJob Title: Life Insurance AssociateJob Summary:We are seeking a highly organized and detail-oriented Life Insurance Associate to join our team at Raymond James Financial. As a Life Insurance Associate, you will play a critical role in supporting the underwriting process for life insurance applications submitted by financial advisors/agents.Key...
-
Life Insurance Associate
2 weeks ago
Old Toronto, Ontario, Canada Raymond James Financial Full timeJob DescriptionJob Title: Life Insurance AssociateJob Summary:We are seeking a highly organized and detail-oriented Life Insurance Associate to join our team at Raymond James Financial. As a Life Insurance Associate, you will play a critical role in supporting the underwriting process for life insurance applications submitted by financial advisors/agents.Key...
-
Personal Insurance Advisor
22 hours ago
Toronto, Ontario, Canada BrokerLink Insurance Full timeWe're seeking a skilled Personal Insurance Advisor to join our team in Toronto or Newmarket on a permanent full-time basis. BrokerLink is a leading insurance brokerage with over 200 offices across Canada, committed to creating an inclusive workplace that inspires each of us to be the best we can be. Our team values integrity, respect, customer-driven...
-
Associate Insurance Service Advisor
3 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 193026 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. **Accountabilities** - ** Acts as the main point of contact for licensed...
-
Life Insurance Business Development Associate
2 weeks ago
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented New Business Associate to join our team at Raymond James Financial. As a key member of our life insurance business development team, you will play a critical role in supporting the underwriting process for life insurance applications submitted by financial advisors/agents.Key...
-
Insurance Advisor
4 months ago
Toronto, Canada Nicola Wealth Full timeNicola Wealth Description At Nicola Wealth, our clients deserve the best. The same goes for our people. We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in...
-
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Life Insurance Business Development Associate to join our team at Raymond James Financial. As a key member of our organization, you will play a critical role in supporting the underwriting process for life insurance applications submitted by financial advisors/agents.Key...