Senior Onboarding and Integration Advisor Insurance

3 weeks ago

Montreal, Canada National Bank Full time
Job Description:

Attendance Hybrid Job Number: 20435

Category: Senior Professional

Status: Permanent

Type of Contract: Permanent

Schedule: Full-Time

Posting date: 08-Apr-2024

Location: Montreal, Quebec City, Montreal

Province/State: Quebec

Area of Interest: Operations

Your Role:
  1. Ensure the integration of new advisors into the National Bank Insurance Firm
  2. Offer ongoing support to new advisors as soon as they arrive and help optimize their reception within the organization
  3. Participate in the development and training of brokers in advisory approaches to the Bank's clients and our referral networks
  4. Take charge of files and follow up closely with insurers and internal and external partners
  5. Establish and maintain partnerships with various internal and external stakeholders
  6. Act as an expert user of our CRM and insurance contract management applications
  7. Travel occasionally in the province of Quebec (National Capital, Laurentians, Eastern Townships, Laval) 5 to 6 times a year.
Your Team:

Join the NBIF (National Bank Insurance Firm) Operations & Projects team of dedicated specialists who play a major role in customer satisfaction. You will report to a Senior Director.

Prerequisites:
  • Hold a bachelor's degree related to the industry or equivalent and have a few years’ experience
  • Hold the Life and Health Insurance Representative Certificate
  • Have a good knowledge of the financial services brokerage industry
  • Have experience in life and health insurance
  • Speak French and English as the sector serves both Francophone and Anglophone clients.
Preferred Skills:
  • Knowledge of the banking environment
  • Strong interpersonal and communication skills
  • Excellent customer service skills
  • Ability to analyze and synthesize
Your Benefits:

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

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