07 Oct
|
Banque Nationale du Canada
|
Montreal
07 Oct
Banque Nationale du Canada
Montreal
Advance your career as a Senior Analyst at National Bank Insurance, specializing in individual insurance business coordination and policy analysis in a hybrid workplace. This role is pivotal in the contract placement process with multiple insurers. You'll validate client files, analyze delivery requirements, and ensure compliance throughout insurance placements.
Your commitment directly influences advisor experiences and operational efficiency, making you a key player in advancing policies and supporting sales conversions. Key Responsibilities:
- Coordinate policy placements across multiple insurers
- Validate client files for completeness and compliance
- Analyze delivery requirements and discrepancies
- Proactively follow up on pending insurance files
- Maintain accurate and updated information in internal systems Requirements:
- Bachelor's degree with 4 years of experience
- Financial Security Advisor license is an asset
- Experience in individual insurance application analysis
- Knowledge of multi-insurer coordination processes
- Strong understanding of regulatory requirements Leverage your analytical skills to enhance the performance and satisfaction within National Bank Insurance.
📌 Senior Analyst for Individual Insurance (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal