Advisor Insurance Business Development

3 weeks ago

Montréal, Canada National Bank of Canada Full time

**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
As an Advisor insurance business development, you will act as principal rescource to the investment advisors. You will review and assess the investment advisor’ insurance requests to ensure appropriate types and levels of coverage, including making recommendations and follow throughs.

Your role:

- Provide assistance and advice with respect to insurance products coverage, strategies and general insurance questions.
- Manage insurance middle and back office requests such as agent-of-record changes, book of business transfers and the renewal process.
- Ensure compliant insurance requirements are being met and support with prospects presentation, new business, service and claims.
- Work with Equisoft Connect and Centralize administrative systems for all files under management.
- Insure continued conversation with insurance carriers
- Collaborate with the team in achieving the insurance related goals.

As a member of the NBF Financial Services operation team ensure that our partners provide service that consistently meets all quality, compliance and risk management requirements. In this position, you will work with National Bank Financial dual license investment advisors. You’ll start with a training program that will give you a chance to learn about your position and get to know your teammates. The training program focuses on hands-on learning to help you become familiar with your role and the sector you’ll work with.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Required competencies:

- Bachelor's degree and 2 years of relevant experience or master's degree and one years of relevant experience
- Very good knowledge of the individual insurance field
- Good knowledge of Equisoft
- Insurance Agent license
- Experience in customer service/advice
- Ability to adapt to change
- Excellent interpersonal and communication skills
- Bilingualism (English and French) required, as you will work closely with colleagues outside Quebec

Preferred competencies:

- Comprehensive knowledge of insurance principles and practices.
- Skills to build good interpersonal relationships
- Demonstrate excellent customer service

**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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**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.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

**Ready to live your ambitions?

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