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Wealth Insurance Advisor

2 months ago

Montreal, Quebec, Canada NBC Full time
Job Summary

We 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 Responsibilities
  • Manage back-office insurance requests, including agent changes, customer service management, registration and licensing, insurer codes, and business book transfers.
  • Ensure insurance policy requirements are met and manage the CRM system.
  • Provide assistance and advice to internal staff regarding insurance policy coverage and general insurance inquiries.
  • Manage the insurance policy renewal process.
  • Create and modify procedures, maintain insurance-related records and documents up to date.
  • Collaborate with legal and compliance sectors to ensure proper coordination of legal actions.
  • Provide assistance and advice to internal staff regarding insurance requirements for various contracts as needed.
  • Connect with external insurance providers as necessary.
Requirements
  • Bachelor's degree and four years of relevant experience, or Master's degree and one year of relevant experience.
  • Strong knowledge of insurance principles and practices.
  • Knowledge of relevant legislation and its application to insurance policies and practice.
  • Knowledge and experience in CRM processing, insurance company back-office service, pricing processes, and insurance delivery.
  • Experience in customer service/advisory roles.
  • Demonstrating excellent customer service, organizational, prioritization, time management, problem-solving, communication, and customer satisfaction assessment skills.
  • Holding a financial security advisor title/license.
  • Good knowledge of Equisoft/Centralize systems is an asset.
Language Requirements

We require proficiency in both English and French languages, as you will be serving clients who speak a language other than French regularly.

What We Offer
  • Competitive compensation package.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
About Us

We are 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.