Current jobs related to Insurance Service Advisor - Montreal, Quebec - Scotiabank
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Associate Insurance Service AdvisorScotiabank is seeking a highly skilled Associate Insurance Service Advisor to join our team. As a key member of our insurance operations team, you will be responsible for providing exceptional customer service and support to our licensed advisors, branch managers, and insurance consultants.Key...
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Associate Insurance Service AdvisorScotiabank is seeking a highly skilled Associate Insurance Service Advisor to join our team. As a key member of our insurance operations team, you will be responsible for providing exceptional customer service and support to our licensed advisors, branch managers, and insurance consultants.Key...
-
Insurance Service Advisor
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key Responsibilities:Act as the main point of contact for...
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key Responsibilities:Act as the main point of contact for...
-
Insurance Service Advisor
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key Responsibilities:Act as the main point of contact for...
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key Responsibilities:Act as the main point of contact for...
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Associate Insurance Service AdvisorScotiabank is seeking a highly skilled Associate Insurance Service Advisor to join our team. As a key member of our insurance services team, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key...
-
Insurance Service Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Associate Insurance Service AdvisorScotiabank is seeking a highly skilled Associate Insurance Service Advisor to join our team. As a key member of our insurance services team, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key...
-
Insurance Service Advisor
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryThe Insurance Service Advisor will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. This role is responsible for delivering training to advisors on accessing policy details within Centralize and best practices for servicing activities.Key ResponsibilitiesProvide in-force...
-
Insurance Service Advisor
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Associate Insurance Service AdvisorScotiabank is seeking a highly skilled Associate Insurance Service Advisor to join our team. As a key member of our insurance services team, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key...
-
Insurance Advisor
4 weeks ago
Montreal, Quebec, Canada Accoravillage Full timeInsurance Advisor OpportunityWe are seeking a skilled Insurance Advisor to join our team at Accoravillage. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, building strong relationships, and contributing to the growth of our presence in the local community.Key Responsibilities:Develop and maintain...
-
Insurance Advisor
4 weeks ago
Montreal, Quebec, Canada Accoravillage Full timeInsurance Advisor OpportunityWe are seeking a skilled Insurance Advisor to join our team at Accoravillage. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, building strong relationships, and contributing to the growth of our presence in the local community.Key Responsibilities:Develop and maintain...
-
Insurance Advisor
1 month ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandle inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMake outbound...
-
Insurance Advisor
1 month ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandle inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMake outbound...
-
Insurance Advisor
1 month ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking...
-
Insurance Advisor
1 month ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking...
-
Insurance Advisor
4 weeks ago
Montreal, Quebec, Canada belairdirect Full timeAbout the RoleWe are seeking a highly skilled and motivated Insurance Advisor to join our team at belairdirect. As an Insurance Advisor, you will play a key role in ensuring the best possible protection of our customers' most valuable assets by advising them to make informed choices and answering their product questions and advising on next steps.Key...
-
Insurance Advisor
4 weeks ago
Montreal, Quebec, Canada belairdirect Full timeAbout the RoleWe are seeking a highly skilled and motivated Insurance Advisor to join our team at belairdirect. As an Insurance Advisor, you will play a key role in ensuring the best possible protection of our customers' most valuable assets by advising them to make informed choices and answering their product questions and advising on next steps.Key...
-
Insurance Advisor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Summary:We are seeking a skilled Insurance Advisor to join our National Bank Insurance team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide outstanding customer service to clients, responding to their inquiries and...
-
Wealth Insurance Advisor
3 weeks ago
Montreal, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Wealth Insurance Advisor to join our team at National Bank of Canada. As a key member of our insurance support team, you will play a critical role in ensuring that our clients receive exceptional service and support in achieving their financial goals.Key ResponsibilitiesManage back-office insurance requests,...
Insurance Service Advisor
1 month ago
Scotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.
Key Responsibilities:- Act 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.
- Deliver training to advisors on accessing policy details within Centralize and best practices for servicing activities.
- Review statements and notices as they are distributed to the Agent of Record and flag any policies that require attention.
- Undertake policy analysis and request in-force illustrations as needed.
- Provide any necessary paperwork to advisors and collaborate with advisors and SWIS colleagues to determine the best approach to address issues and mitigate any risks.
- Take on Agent of Record for all orphaned policies within the region and serve as the primary contact for those clients in managing their policies.
- Triage any requests for licensed advisors to take over as Agent of Record on policies that were sold by external agents.
- Identify opportunities to introduce an Insurance Consultant into an in-force policy where there may be new business potential.
- 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 and English-speaking clientele frequently.
