Support permanent life insurance servicing in Calgary by advising licensed professionals, analyzing policies, and coordinating in-force policy requirements.
As an Associate Insurance Service Advisor, you provide in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants. You serve as a regional contact for policy management questions, advisor training, statements, notices, illustrations, and paperwork. Your work also addresses policy risks and client servicing needs.
Key Responsibilities:
- Support licensed advisors with in-force policy management activities
- Deliver Centralize access training and servicing best practices
- Review permanent policies and identify potential future issues
- Manage orphaned policies as regional Agent of Record
- Identify opportunities for conversions and secondary sales
Requirements:
- Three to five years within the life insurance industry
- University degree or equivalent education
- LLQP qualification
- Permanent life insurance and carrier software experience
- Estate planning and corporate-owned insurance knowledge
Bring policy analysis, advisor support, and life insurance expertise to Scotiabank's Calgary service team.
Associate Insurance Service Advisor Calgary employer: Scotia
Scotiabank is committed to fostering an inclusive and high-performing culture, providing employees with opportunities for professional growth and development. The company emphasizes a purpose-driven approach, focusing on innovation in payments technology and ensuring customer interests are protected. Employees can expect to work in a dynamic environment that encourages collaboration and value-driven delivery.
