At a Glance
- Tasks: Support customers with life insurance policies through service and relationship management.
- Company: Join Allstate, a leader in insurance with over 90 years of innovation.
- Benefits: Enjoy remote work, competitive salary, health benefits, and student loan repayment support.
- Other info: Flexible work environment with opportunities for community involvement.
- Why this job: Make a real difference by helping families protect their futures.
- Qualifications: College diploma or degree with 5-7 years in life insurance.
The predicted salary is between 62100 - 75900 $ per year.
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs.
Allstate Insurance Company of Canada is seeking a Life Specialist to join our team. This role is primarily responsible for supporting customers with their life insurance policies through service, policy analysis, coverage recommendations, and ongoing relationship management. This is a full-time, remote position reporting to the Manager, Group & Strategic Alliances.
Key Accountabilities
- Maintain the appropriate licenses in Ontario and Quebec (Life, Accident & Sickness, and OTL) to support servicing and sales consultation activities related to non-core insurance products. The successful candidate must also be willing to obtain additional provincial life insurance licenses as required.
- Conduct complex portfolio analyses, including needs assessments, life insurance underwriting, and policy recommendations based on product features, interest rates, cash surrender values, and other relevant factors to help ensure policyholders maintain appropriate coverage.
- Assign policies to recognized subject matter experts (advisors or partners) in accordance with contractual obligations and alliance partner agreements.
- Review and process policyholder requests for policy changes and coverage enhancements on an ongoing basis.
- Maintain regular communication with policyholders and alliance management teams at partner organizations.
- Respond proactively to policyholder inquiries to support policy retention and renewal objectives.
- Build and maintain professional relationships while ensuring the highest standards of customer confidentiality.
- Support the Group and Strategic Alliances teams through field presentations, partner engagements, group facilitation, and life insurance portfolio training and support for agents servicing life insurance policies.
- Provide agency support and advocacy for all Prevention & Protection products, including participation in partner events and trade shows.
Qualifications
- College diploma or university degree.
- 5 to 7 years of experience in the life insurance products and services industry, with a solid understanding of general insurance concepts, including completion of applicable IIC courses.
- Proficiency with Microsoft Office applications, including Word, PowerPoint, and Excel.
- Knowledge of Allstate's core products, distribution channels, agency structure, and Prevention & Protection product offerings.
Specific Knowledge and Competencies
- Must hold active Life Insurance licenses in Ontario and Quebec and be willing to obtain additional provincial licenses as required.
- Bilingualism in French and English is required.
- Proven experience in life insurance sales and customer service.
- Strong written and verbal communication skills.
- Exceptional customer service skills.
- Experience using legacy systems and programs, such as Sun Life's SunCentral, is considered an asset.
Accommodation
Allstate Insurance Company of Canada is committed to providing workplace accommodations. If you require accommodation during the recruitment process, please let us know, and we will work with you to meet your needs.
About Allstate
Allstate Insurance Company of Canada is a leading home and automobile insurer dedicated to providing customers with prevention and protection products and services for every stage of life. Since 1953, Allstate has been committed to keeping customers and employees in "Good Hands(R)." We are proud to have been recognized as one of Canada's Best Employers for seven consecutive years. Allstate is committed to making a positive difference in the communities where we operate and has partnered with organizations such as MADD Canada, United Way, and Junior Achievement.
Supervisory Responsibilities
This job does not have supervisory duties.
Education & Experience (in lieu)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Life Specialist - Consultant II employer: Allstate Corporation
Allstate Canada is an exceptional employer that prioritizes employee well-being and growth, offering flexible work arrangements, comprehensive benefits, and a culture that values innovation and community involvement. With a commitment to personal development and a supportive environment, employees can thrive while making a meaningful impact in the lives of Canadians. Join us in our Toronto office and be part of a winning team dedicated to protecting families and enhancing their lives.
