Requisition ID: 264924
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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...