Senior Estate Insurance Marketing Associate

3 weeks ago

Vancouver, British Columbia, Canada BMO Full time

Job Summary

We are seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team at BMO. As a key member of our Wealth Sales & Service team, you will play a critical role in supporting the Estate & Insurance Advisor in growing overall insurance sales.

Key Responsibilities

  • Provide administrative support to the Estate & Insurance Advisor, including reviewing life insurance applications and change forms for completeness and accuracy.
  • Complete underwriting follow-ups with clients, business partners, and insurance carriers during the underwriting process.
  • Respond to client inquiries or direct them to the appropriate staff member.
  • Assist the EIA in preparing and maintaining client documentation.
  • Help manage the EIA's calendar and book client meetings.
  • Prepare insurance illustrations using life insurance company software.
  • Assist the EIA with marketing initiatives and other miscellaneous tasks to support business growth.
  • Contact internal departments to resolve client or process issues.

Business Delivery and Operational Effectiveness

  • Support the EIA's sales objectives by delivering high-quality service to clients and business partners.
  • Plan and organize seminars, lunch and learns, and workshops for clients and business partners.
  • Identify gaps, issues, and best practices through monitoring of sales and service performance targets against plans.
  • Identify revenue-generating opportunities to cross-sell and up-sell, including term renewals, replacements, and conversions, and living benefit solutions.
  • Oversight of the EIASI inforce block of business for the respective team, with a focus on high-risk policies to ensure client objectives/needs continue to be met.
  • Contribute to the EIA business objectives by building and maintaining relationships with clients and ensuring client needs are met or exceeded by resolving issues/requests in a timely and effective manner.
  • Maintain files and generate production reports, as needed.
  • Maintain awareness of insurance products, initiatives, and developments in the industry and inforce services offered by external providers.
  • Contribute to the EIA's business objectives by ensuring the book of business is continuously developing.
  • Ensure client needs are met or exceeded by resolving issues/requests in a timely and effective manner.
  • Excellent verbal and written communication skills, as evidenced by providing an outstanding level of customer service to clients, carriers, and producers alike.
  • Project a professional and consistent image by adhering to the organization's brand, corporate identity, and standards.

Risk Management & Controls

  • Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics and Compliance Regulations.
  • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation in accordance with Bank policy.

Requirements

  • High energy and highly motivated, self-starter, results-oriented individual with a commitment to providing an exceptional level of service.
  • Advanced knowledge of administrative processes and procedures as outlined in BMO EIASI Policies.
  • Ideal candidate must have a strong insurance industry background and in-depth working knowledge of insurance products, sales concepts, and inforce policy service strategies.
  • Strong understanding of provincial regulatory requirements for policy management.
  • Knowledge of Trust and Estate services, as well as Financial/Retirement planning is an asset.
  • Proficient in the use of Microsoft Office, with a focus on demonstrated working knowledge of MS Excel.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Strong analytical, investigative, and problem-resolution skills.
  • Effective organizational skills with the ability to prioritize and meet timelines.
  • Proven ability to manage effectively in a multitasking environment, while executing with accuracy.
  • Team-oriented operating style with effective interpersonal skills that allow successful business interactions with individuals of all leadership styles and personalities.

Education/Experience

  • University degree or equivalent industry experience.
  • Minimum 5 years of administrative experience in Life Insurance Industry and with Investment Products.
  • Provincial Life Insurance Licensed (LLQP).

Salary and Benefits

$64,900.00 per year, salaried and commission-based.

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

For more information, please visit our website.

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Title: Senior Estate Insurance Marketing AssociateAt BMO, we're committed to providing exceptional service to our clients and delivering innovative solutions to meet their needs. As a Senior Estate Insurance Marketing Associate, you'll play a key role in supporting our Estate & Insurance Advisor team in growing overall insurance sales.Key...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Title: Senior Estate Insurance Marketing AssociateAt BMO, we're committed to providing exceptional service to our clients and delivering innovative solutions to meet their needs. As a Senior Estate Insurance Marketing Associate, you'll play a key role in supporting our Estate & Insurance Advisor team in growing overall insurance sales.Key...

  • Senior Estate Insurance Marketing Associate

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Title: Senior Estate Insurance Marketing AssociateAt BMO, we're seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team. As a key member of our Estate & Insurance Advisory Services (EIASI) team, you will play a critical role in supporting the growth of our insurance sales business.Key...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Title: Senior Estate Insurance Marketing AssociateAt BMO, we're seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team. As a key member of our Estate & Insurance Advisory Services (EIASI) team, you will play a critical role in supporting the growth of our insurance sales business.Key...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team at BMO. In this role, you will be responsible for supporting the Estate & Insurance Advisor in growing overall insurance sales. You will work closely with the Operations Manager to achieve this goal.The ideal candidate will have a strong...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    About the RoleBMO is seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team. As a key member of our Estate Insurance Advisory Services (EIASI) team, you will play a critical role in supporting the growth of our insurance sales business.Key ResponsibilitiesProvide administrative support to the Estate &...

  • Senior Estate Insurance Marketing Associate

    3 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and experienced Insurance Sales and Service Professional to join our team at BMO. As a Senior Estate Insurance Marketing Associate, you will play a key role in supporting our Estate & Insurance Advisor in growing overall insurance sales.Key ResponsibilitiesProvide administrative support to the Estate & Insurance...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team at BMO. As a key member of our Wealth Sales & Service team, you will play a critical role in supporting the Estate & Insurance Advisor in growing overall insurance sales.Key ResponsibilitiesProvide exceptional administrative support to...

  • Senior Estate Insurance Marketing Associate

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Estate Insurance Marketing Associate to join our team at BMO. As a key member of our Wealth Sales & Service team, you will play a critical role in supporting the Estate & Insurance Advisor in growing overall insurance sales.Key ResponsibilitiesProvide exceptional administrative support to...

  • Marketing Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    Join BFL Canada as a Marketing Specialist in Real Estate InsuranceWe are seeking a highly motivated and experienced Marketing Specialist to join our Real Estate Insurance team in Vancouver, Langley, or Kelowna. As a Marketing Specialist, you will be responsible for developing and implementing marketing strategies to promote our Real Estate Insurance products...

  • Senior Associate – Wills, Estates

    2 months ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    About the RoleWe are seeking an experienced Senior Associate to join our Wills, Estates team in Vancouver. As a key member of our team, you will be responsible for preparing wills, trusts, power of attorney, and representation agreements, as well as business succession planning and estate administration.Key ResponsibilitiesPrepare wills, trusts, power of...

  • Senior Associate – Wills, Estates

    2 months ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    About the RoleWe are seeking an experienced Senior Associate to join our Wills, Estates team in Vancouver. As a key member of our team, you will be responsible for preparing wills, trusts, power of attorney, and representation agreements, as well as business succession planning and estate administration.Key ResponsibilitiesPrepare wills, trusts, power of...

  • Marketing Specialist

    1 month ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team in Vancouver, Langley, or Kelowna. As a key member of our team, you will be responsible for developing and implementing marketing strategies to drive business growth and revenue.Key ResponsibilitiesDevelop and execute marketing plans to promote our Real...

  • Marketing Specialist

    1 month ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team in Vancouver, Langley, or Kelowna. As a key member of our team, you will be responsible for developing and implementing marketing strategies to drive business growth and revenue.Key ResponsibilitiesDevelop and execute marketing plans to promote our Real...

  • Marketing Specialist

    1 month ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team in Vancouver, Langley, or Kelowna. As a key member of our team, you will be responsible for developing and implementing marketing strategies to drive business growth and revenue.Key ResponsibilitiesDevelop and execute marketing plans to promote our Real...

  • Marketing Specialist

    1 month ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team in Vancouver, Langley, or Kelowna. As a key member of our team, you will be responsible for developing and implementing marketing strategies to drive business growth and revenue.Key ResponsibilitiesDevelop and execute marketing plans to promote our Real...

  • Senior Associate – Wills, Estates

    2 months ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    Watson Goepel LLP is a full-service law firm with a strong reputation for delivering exceptional legal services. We are seeking an experienced, full-time attorney to join our team in Vancouver.Key ResponsibilitiesAs a Senior Associate, you will be responsible for:Preparing wills, trusts, powers of attorney, and representation agreementsProviding estate...

  • Senior Associate – Wills, Estates

    2 months ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    Watson Goepel LLP is a full-service law firm with a strong reputation for delivering exceptional legal services. We are seeking an experienced, full-time attorney to join our team in Vancouver.Key ResponsibilitiesAs a Senior Associate, you will be responsible for:Preparing wills, trusts, powers of attorney, and representation agreementsProviding estate...

  • Senior Associate – Wills, Estates Expert

    3 weeks ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    Job Title: Senior Associate – Wills, EstatesAt Watson Goepel LLP, we are seeking an experienced associate to join our team in Vancouver. Our firm has been in business for 40 years, with a combined 35+ lawyers in our Vancouver and West Vancouver offices. We are looking for a full-time associate who is interested in working with a firm that values growth and...

  • Estate Planning Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job OpportunityAs an Estate Planning Associate, you will provide support to our team of experts who help our clients with insurance quotations, marketing assistance, and servicing of in-force policies. Your role will be to assist with sales and marketing to promote business growth for a successful Estate Planning Specialist.