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: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
