Drive impactful policy management as an Insurance Service Advisor at Scotiabank in Calgary. This prospect focuses on enhancing client relationships while managing in-force policies.
In this role, you will be the primary contact for licensed advisors, supporting them with in-force policy management and delivering necessary training on best practices. You'll proactively evaluate permanent life insurance policies for potential issues and manage relationships with orphaned policies. Your teamwork will integrate with Insurance Consultants to explore new business avenues.
Key Responsibilities:
• Serve as the main contact for policy management
• Conduct proactive reviews on life insurance policies
• Manage orphaned policies effectively
• Triaging requests for Agent of Record transfers
• Collaborate to introduce new business opportunities
Requirements:
• 3-5 years experience in the life insurance sector
• Mandatory LLQP certification
• Knowledge of advisory portals and software
• Excellent interpersonal skills for client interactions
• Competence in Microsoft Office suite
Elevate your career and deepen client relationships at Scotiabank in Calgary.
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📌 Calgary Insurance Service Advisor Role
🏢 Scotiabank
📍 Calgary