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Insurance Service Advisor
2 months 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, request in-force illustrations, and provide any necessary paperwork to advisors.
- 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.
- 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.
Location(s): Canada: Ontario: Toronto || Canada: Quebec: Montreal
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.
