About Allstate

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.

Job Description

Allstate Insurance Company of Canada is seeking a Life Specialist to join our team. This role is primarily responsible for supporting customers with their life insurance policies through service, policy analysis, coverage recommendations, and ongoing relationship management. This is a full-time, remote position reporting to the Manager, Group & Strategic Alliances.

Key Accountabilities

- Maintain the appropriate licenses in Ontario and Quebec (Life, Accident & Sickness, and OTL) to support servicing and sales consultation activities related to non-core insurance products.
- The successful candidate must also be willing to obtain additional provincial life insurance licenses as required.
- Conduct complex portfolio analyses, including needs assessments, life insurance underwriting, and policy recommendations based on product features, interest rates, cash surrender values, and other relevant factors to help ensure policyholders maintain appropriate coverage.
- Assign policies to recognized subject matter experts (advisors or partners) in accordance with contractual obligations and alliance partner agreements.
- Review and process policyholder requests for policy changes and coverage enhancements on an ongoing basis.




- Maintain regular communication with policyholders and alliance management teams at partner organizations.
- Respond proactively to policyholder inquiries to support policy retention and renewal objectives.
- Build and maintain professional relationships while ensuring the highest standards of customer confidentiality.
- Support the Group and Strategic Alliances teams through field presentations, partner engagements, group facilitation, and life insurance portfolio training and support for agents servicing life insurance policies.
- Provide agency support and advocacy for all Prevention & Protection products, including participation in partner events and trade shows.

Qualifications

- College diploma or university degree.
- 5 to 7 years of experience in the life insurance products and services industry, with a solid understanding of general insurance concepts, including completion of applicable IIC courses.
- Proficiency with Microsoft Office applications, including Word, PowerPoint, and Excel.
- Knowledge of Allstate's core products, distribution channels, agency structure, and Prevention & Protection product offerings.
- Must hold active Life Insurance licenses in Ontario and Quebec and be willing to obtain additional provincial licenses as required.
- Bilingualism in French and English is required.
- Proven experience in life insurance sales and customer service.




- Solid written and verbal communication skills.
- Exceptional customer service skills.
- Experience using legacy systems and programs, such as Sun Life's SunCentral, is considered an asset.

Internal Applicants Only

To be eligible to apply for this position, employees must have been in their current role for a minimum of nine months and have achieved at least a "Successful" performance rating.

Accommodation

Allstate Insurance Company of Canada is committed to providing workplace accommodations. If you require accommodation during the recruitment process, please let us know, and we will work with you to meet your needs.

Supervisory Responsibilities

- This job does not have supervisory duties.

Education & Experience (in lieu)

- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

About Allstate (French)

À propos d’Allstate : Allstate du Canada, compagnie d’assurance est un chef de file dans le domaine des assurances automobile et habitation; elle offre à ses clients des produits et services de prévention et de protection qui conviennent à toutes les étapes de la vie. Au service des Canadiens depuis 1953, l’entreprise met tout en œuvre pour que non seulement ses clients, mais aussi ses employés soient en bonnes mainsMD, comme en fait foi sa présence au palmarès des Employeurs de choix au Canada pendant neuf années de suite. Allstate du Canada tient à contribuer au mieux-être des communautés dans lesquelles elle exerce ses activités au moyen de partenariats avec des organismes caritatifs et de programmes misant sur la générosité de ses employés. Pour en savoir pl

📌 Life Specialist (Montreal)
🏢 Allstate Insurance Company of Canada - Permanent
📍 Montreal