Advance your career as a Contract Implementation Coordinator with National Bank Insurance Firm, focusing on individual insurance policy coordination in a hybrid work environment. You'll optimize contract processes and enhance advisor experiences effectively.
In this pivotal role, you will coordinate the placement of individual insurance contracts across various insurers, collaborating with advisors and internal teams. Your responsibilities include validating client files, analyzing underwriting requirements, and ensuring compliance. Additionally, you will manage pending files proactively to minimize delays and enhance operational performance.
Key Responsibilities:
- Coordinate policy placements among multiple insurance carriers
- Validate and verify completeness of client documentation
- Analyze delivery requirements for insurance applications
- Facilitate follow-up on pending insurance files
- Maintain accurate information in internal databases
Requirements:
- Bachelor's degree plus 4 years of relevant experience
- Financial Security Advisor licence preferred
- Experience in individual insurance coordination
- Strong knowledge of insurance administrative processes
- Bilingual in French and English for effective communication
Bring your contract management expertise and customer service focus to National Bank Insurance Firm—enhancing policy issuance for advisors and clients alike.
Contract Implementation Coordinator at National Bank in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
