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Wealth Insurance Advisor

Wealth Insurance Advisor

NBCMontreal, Quebec
30+ days ago
Salary
CA$50,000.00 yearly
Job description

Area of Interest : Operations

A role as a Wealth Insurance Advisor at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropriate types and levels of coverage, including making recommendations and ensuring follow-up.

Your role

  • Managing back-office insurance requests such as agent changes, customer service management, registration and licensing, insurer codes, and business book transfers.
  • Ensuring insurance policy requirements are met and managing the CRM.
  • Providing assistance and advice to internal staff regarding insurance policy coverage and general insurance inquiries.
  • Managing the insurance policy renewal process.
  • Creating and modifying procedures, maintaining insurance-related records and documents up to date.
  • Collaborating with legal and compliance sectors to ensure proper coordination of legal actions.
  • Providing assistance and advice to internal staff regarding insurance requirements for various contracts as needed.
  • Connecting with an external insurance provider, if necessary.

Your team

Within the insurance support team at National Bank Financial, you ensure that our partners consistently deliver service that meets all quality, compliance, and risk management requirements in place. In this role, you work closely with a group of seasoned insurance experts daily.

Upon starting your position, you will undergo a training program based on practical learning that will familiarize you with your role, your work sector, and your teammates.

Prerequisites

  • Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience.
  • Strong knowledge of insurance principles and practices.
  • Knowledge of relevant legislation and its application to insurance policies and practice.
  • Knowledge and experience in CRM processing, insurance company back-office service, pricing processes, and insurance delivery.
  • Experience in customer service / advisory roles.
  • Demonstrating excellent customer service, organizational, prioritization, time management, problem-solving, communication, and customer satisfaction assessment skills.
  • Holding a financial security advisor title / license.
  • Good knowledge of Equisoft / Centralize systems is an asset.

    • Languages :

  • Language : French
  • Language : English

    • Reason to require this language : you will need to serve clients who speak a language other than French regularly.

    Skills

    Communication Empathy Initiative Learning Agility Resiliency Teamwork

    Your benefits

    In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

    • These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

    Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    We're putting people first :

    We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

    We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

    Come live your ambitions with us!