Insurance Operations Coordinator

3 weeks ago

Montreal, Quebec, Canada NBC Full time

About the Role

We are seeking a highly skilled and detail-oriented Wealth Insurance Specialist to join our team at NBC. As a Wealth Insurance Specialist, you will play a critical role in helping our clients achieve their financial goals by evaluating insurance requests and ensuring appropriate types and levels of coverage.

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.

About the Team

You will be part of the insurance support team at NBC, working closely with a group of seasoned insurance experts to ensure that our partners consistently deliver service that meets all quality, compliance, and risk management requirements.

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

The primary language for this role is French, with English as a secondary language. You will need to serve clients who speak a language other than French regularly.

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