Opportunity Description
Associate Insurance Service Advisor - Halifax, NS
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.
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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.
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