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 activitiesTrain advisors on Centralize access and servicing practicesReview statements, notices, policies, and in-force illustrationsIdentify policy issues and coordinate risk mitigation approachesProvide paperwork and support for advisor servicing needsRequirements:
Three to five years of life insurance industry experienceUniversity degree or equivalent educationLife Licence Qualification Program certification requiredPermanent life insurance and carrier illustration software knowledgeMicrosoft Windows, Excel, Word, PowerPoint, and Outlook proficiencyBring permanent life insurance knowledge, policy analysis, Centralize training, and responsive advisor support to Scotiabank’s Burlington team.
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Answer advisor questions about in-force policy management activitiesTrain advisors on Centralize access and servicing practicesReview statements, notices, policies, and in-force illustrationsIdentify policy issues and coordinate risk mitigation approachesProvide paperwork and support for advisor servicing needsRequirements:
Three to five years of life insurance industry experienceUniversity degree or equivalent educationLife Licence Qualification Program certification requiredPermanent life insurance and carrier illustration software knowledgeMicrosoft Windows, Excel, Word, PowerPoint, and Outlook proficiencyBring permanent life insurance knowledge, policy analysis, Centralize training, and responsive advisor support to Scotiabank’s Burlington team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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