Insurance Policy Support Specialist

7 days ago

Montreal, Quebec, Canada Scotiabank Full time

Job Summary

We are seeking a highly skilled Insurance Policy Support Specialist to join our team at Scotiabank. As a key member of our Insurance team, you will be responsible for providing expert 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 ensure they are aware of the AOR policy and any requirements for considering requests.
  • Identify opportunities to introduce an Insurance Consultant into an in-force policy where there may be new business potential.

Requirements

  • 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.

Language

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 English-speaking clientele frequently.

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