Insurance Service Advisor

3 days ago

Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, 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.
  • Collaborate with advisors and SWIS colleagues to determine the best approach to address issues and mitigate any risks.
  • 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.
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 Requirements

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

Location(s): Canada : Ontario : Toronto || Canada : Quebec : Montreal

  • Insurance Service Advisor

    15 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Insurance Service AdvisorScotiabank 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...

  • Insurance Service Advisor

    14 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Insurance Service AdvisorScotiabank 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...

  • Insurance Service Advisor

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing exceptional customer service and support to our clients, ensuring their insurance needs are met and exceeded.Key Responsibilities:Provide in-force policy support to...

  • Insurance Service Advisor

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Insurance Service AdvisorScotiabank is seeking a highly skilled Insurance Service Advisor to join our team. As an Insurance Service Advisor, you will be responsible for providing exceptional customer service and support to our clients, ensuring their insurance needs are met and exceeded.Key Responsibilities:Provide in-force policy support to...

  • Insurance Service Advisor

    6 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesAct as the primary point of contact for licensed...

  • Insurance Service Advisor

    6 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesAct as the primary point of contact for licensed...

  • Insurance Service Advisor

    7 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesAct as the primary point of contact for licensed...

  • Insurance Service Advisor

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Summary The Insurance Service Advisor will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. This role is responsible for delivering training to advisors on accessing policy details and best practices for servicing activities. Key Responsibilities Provide Expert Support to licensed...

  • Insurance Service Advisor

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Summary The Insurance Service Advisor will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. This role is responsible for delivering training to advisors on accessing policy details and best practices for servicing activities. Key Responsibilities Provide Expert Support to licensed...

  • Insurance Service Advisor

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesPolicy Support and TrainingDeliver training to licensed...

  • Insurance Service Advisor

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesPolicy Support and TrainingDeliver training to licensed...

  • Insurance Service Advisor

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryThe Insurance Service Advisor - Associate will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesClient SupportAct as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy...

  • Insurance Service Advisor

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryThe Insurance Service Advisor - Associate will provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.Key ResponsibilitiesClient SupportAct as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy...

  • Associate Insurance Service Advisor

    6 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Support in-force policy management for licensed advisors, Branch Managers, and Insurance Consultants in a defined region, ensuring seamless client experiences and identifying new business opportunities. The role is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. This...

  • Associate Insurance Service Advisor

    7 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 202089 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. Accountabilities Acts as the main point of contact for licensed...

  • Insurance Advisor

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Insurance Advisor to join our team at the Royal Bank of Canada. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.Key ResponsibilitiesProvide personalized insurance solutions to clients based on their...

  • Insurance Advisor

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Insurance Advisor to join our team at the Royal Bank of Canada. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.Key ResponsibilitiesProvide personalized insurance solutions to clients based on their...

  • Insurance Advisor

    3 days ago

    Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Job DescriptionAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandle inbound calls from new clients interested in Health & Dental, Travel, and Life...

  • Insurance Advisor

    4 days ago

    Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Job DescriptionAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance to clients.Key ResponsibilitiesHandle inbound calls from new clients interested in Health & Dental, Travel, and Life...

  • Licensed Insurance Advisor

    2 weeks ago

    Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and customer-focused Licensed Insurance Advisor to join our team at Company 1 - The Manufacturers Life Insurance Company. As a key member of our sales team, you will be responsible for selling Health & Dental, Travel, and Life Insurance products to our clients.Key ResponsibilitiesClient Interaction: Handle...