Senior Onboarding and Integration Advisor Insurance

Area of Interest : Operations

A career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm.

In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of the Bank.

It will be through your influence, your advisory role with senior management, your power to act as well as your experience in life and health insurance that you will stand out in your role.

Your role

Ensure the integration of new advisors into the National Bank Insurance Firm

Offer ongoing support to new advisors as soon as they arrive and help optimize their reception within the organization

Participate in the development and training of brokers in advisory approaches to the Bank's clients and our referral networks

Take charge of files and follow up closely with insurers and internal and external partners

Establish and maintain partnerships with various internal and external stakeholders

Act as an expert user of our CRM and insurance contract management applications

Travel occasionally in the province of Quebec (National Capital, Laurentians, Eastern Townships, Laval) 5 to 6 times a year.

Your team

Join the NBIF (National Bank Insurance Firm) Operations & Projects team of dedicated specialists who play a major role in customer satisfaction.

You will report to a Senior Director.

Our team values everyone's passions and bold ideas, whether it's to help our clients achieve their goals or your colleagues reach their full potential.

We know that we can count on our colleagues to share knowledge and help each other.

Prerequisites

Hold a bachelor's degree related to the industry or equivalent and have a few years’ experience

Hold the Life and Health Insurance Representative Certificate

Have a good knowledge of the financial services brokerage industry

Have experience in life and health insurance

Speak French and English as the sector serves both Francophone and Anglophone clients.

Preferred Skills

Knowledge of the banking environment

Strong interpersonal and communication skills

Excellent customer service skills

Ability to analyze and synthesize.

Languages :

• Language : French
• Language : English

Reason to require this language : you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Assurance Bilingual Communications Communication Diversity & Inclusion Empathy Initiative Insurance Brokerage Learning Agility Resiliency Team Management 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!