Title: Associate Insurance Service Advisor - Halifax, NS

Requisition ID:

Purpose: The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within the Montreal and Quebec City region.

Accountabilities

• Acts as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy management activities. This includes delivering training to advisors on accessing policy details within Centralize and best practices for servicing activities; reviewing statements and notices as they are distributed to the Agent of Record; and flagging any policies that require attention; undertaking policy analysis; requesting in-force illustrations; and providing any necessary paperwork to advisors.
• Proactively reviews a subset of in-force permanent life insurance policies at key milestones in order ...