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Insurance Service Advisor
2 months ago
The Insurance Service Advisor - Associate will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.
Key Responsibilities- Client Support
- 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.
- Flag any policies that require attention and undertake policy analysis.
- Request in-force illustrations and collaborate with advisors and SWIS colleagues to determine the best approach to address issues and mitigate any risks.
- Proactively review a subset of in-force permanent life insurance policies at key milestones to identify any potential issues that might lead to future client concerns related to the performance of their policy.
- Take on Agent of Record for all orphaned policies within the region, being the primary contact for those clients in managing their policies.
- Collaborate with SWIS colleagues to ensure that any new AORs will not increase our risk exposure and are onboarded effectively.
- 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, such as conversions, re-applications, or secondary sales.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles.
- Ensure 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.
- Champion a high performance environment and contribute to an inclusive work environment.
- Minimum of 3-5 years' experience within the life insurance industry coupled with a University degree (or equivalent education).
- 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.
