Support licensed advisors as an Assistant Insurance Service Advisor with Scotiabank in the Greater Toronto Area. This key role focuses on policy management and client support in Ontario. Scotiabank seeks an experienced insurance professional for the Assistant Insurance Service Advisor position.
You will provide essential support to licensed advisors and identify opportunities for potential client engagements. The role emphasizes effective communication, insurance policy analysis, and a customer-focused approach to deepen client relationships across the region. Key Responsibilities:
- Serve as main contact for licensed advisors on policy inquiries
- Review in-force life insurance policies for potential issues
- Manage orphaned policies as their Agent of Record
- Triage requests for recent Agents of Record for policies
- Identify opportunities for introducing Insurance Consultants
Requirements:
- 3-5 years of experience in the life insurance industry
- LLQP designation is mandatory
- Knowledge of estate planning and insurance strategies
- Strong interpersonal skills for client interactions
- Proficiency in Microsoft Windows applications
Leverage your insurance expertise to provide superior service at Scotiabank in Ontario.
📌 Assistant Insurance Service Advisor Ontario (Toronto)
🏢 Scotiabank
📍 Toronto
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