Apply life insurance expertise in Calgary while reviewing in-force policies, supporting advisors, and identifying concerns requiring timely attention.
Scotiabank’s Associate Insurance Service Advisor supports licensed advisors, Branch Managers, and Insurance Consultants across regional policy servicing. The position combines policy analysis, permanent life insurance review, advisor collaboration, and client relationship support. It also coordinates Agent of Record requests and identifies new business potential.
Key Responsibilities:
- Act as the main regional contact for licensed advisors
- Review statements, notices, and policies requiring attention
- Request in-force illustrations and provide advisor paperwork
- Triage external Agent of Record takeover requests
- Collaborate with Insurance Consultants on policy opportunities
Requirements:
- Three to five years’ life insurance industry experience
- LLQP required
- Knowledge of carrier illustrations, software, and advisor portals
- Understanding of estate planning uses for life insurance
- Robust interpersonal, organizational, and collaborative skills
Use your permanent insurance knowledge and service orientation to strengthen policy support for Scotiabank advisors in Calgary.