Job opportunity
Life Insurance Policy Support Advisor
Scotiabank
Support licensed insurance advisors with permanent life policy management from Burlington, serving the Montreal and Quebec City region. Apply policy expertise and responsive service daily.
As an Assistant Insurance Service Advisor, you provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants. Your work includes policy analysis, advisor training, statements, notices, illustrations, and paperwork. You also help identify potential policy issues and new business opportunities.
Key Responsibilities:
Answer advisor questions about in-force policy management activities
Train advisors on Centralize access and servicing practices
Review statements, notices, policies, and in-force illustrations
Identify policy issues and coordinate risk mitigation approaches
Provide paperwork and support for advisor servicing needs
Requirements:
Three to five years of life insurance industry experience
University degree or equivalent education
Life Licence Qualification Program certification required
Permanent life insurance and carrier illustration software knowledge
Microsoft Windows, Excel, Word, PowerPoint, and Outlook proficiency
Bring permanent life insurance knowledge, policy analysis, Centralize training, and responsive advisor support to Scotiabank’s Burlington team.
#J-18808-Ljbffr
Apply on source site As an Assistant Insurance Service Advisor, you provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants. Your work includes policy analysis, advisor training, statements, notices, illustrations, and paperwork. You also help identify potential policy issues and new business opportunities.
Key Responsibilities:
Answer advisor questions about in-force policy management activities
Train advisors on Centralize access and servicing practices
Review statements, notices, policies, and in-force illustrations
Identify policy issues and coordinate risk mitigation approaches
Provide paperwork and support for advisor servicing needs
Requirements:
Three to five years of life insurance industry experience
University degree or equivalent education
Life Licence Qualification Program certification required
Permanent life insurance and carrier illustration software knowledge
Microsoft Windows, Excel, Word, PowerPoint, and Outlook proficiency
Bring permanent life insurance knowledge, policy analysis, Centralize training, and responsive advisor support to Scotiabank’s Burlington team.
#J-18808-Ljbffr