Contract Implementation Coordinator

National Bank of Canada; Montreal; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Insurance Firm is seeking a Contract Implementation Coordinator to coordinate the placement of individual insurance contracts across multiple insurers. You will validate client files, resolve underwriting conditions, and keep stakeholders updated to accelerate policy issuance.

You will collaborate with advisors, assistants, carriers, and internal teams in a hybrid work environment, with flexible scheduling and opportunities for professional development.

Qualifications

• Bachelor’s degree and 4 years of relevant experience, or a Master’s degree and 2 years of relevant experience.
• Financial Security Advisor licence (Life and Health Insurance) is an asset.
• Experience analyzing, coordinating, and placing individual insurance applications.
• Experience in a multi-insurer environment with multiple stakeholders.
• Knowledge of practices and administrative processes for new individual insurance business.

Responsibilities

• Coordinate the policy placement process for individual insurance contracts across multiple insurers, liaising between advisors, assistants, carriers, and internal partners.
• Validate client files prior to policy placement to ensure information, documentation, signatures, payments, and requirements are complete and compliant.
• Analyze delivery requirements, incomplete files, discrepancies and underwriting conditions, coordinating actions to resolve them.
• Ensure proactive follow-up on pending files with insurers to facilitate progression and minimize delays.
• Prioritize files based on status, issues and requirements, providing timely progress updates to stakeholders.
• Maintain accurate information in internal systems, ensuring data quality and contributing to process improvements and advisor experience.

Skills

Compliance Management

Contract Management

Customer Service

Empathy

Initiative

Insurance

Learning Agility

Resiliency

Rigor

Teamwork

Education

Bachelor's degree + 4 years experience / Master + 2 years experience

Job description

Introduction

A career as a Contract Implementation Coordinator within National Bank Insurance Firm means acting as a specialist in the coordination and analysis of new individual insurance business.

In this role, you play a key part in the contract placement process with multiple insurers. Through your expertise, you help accelerate policy issuance, ensure contract quality, and support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance Firm.

Your role

• Coordinate the policy placement process for individual insurance contracts across multiple insurers, acting as a liaison between advisors, assistants, insurance carriers, and internal partners.
• Validate client files prior to policy placement to ensure all information, documentation, signatures, payments, and applicable requirements are complete and compliant.
• Analyze delivery requirements, incomplete files, discrepancies, and additional underwriting conditions, while coordinating the actions required to resolve them.
• Ensure proactive follow-up on pending files with insurers to facilitate their progression and minimize policy issuance delays.
• Prioritize files based on their status, identified issues, and applicable requirements, while providing stakeholders with timely updates on progress.
• Maintain accurate information in internal systems, ensure data quality and integrity, and contribute to the continuous improvement of processes and advisor experience.

Your team

National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating across several Canadian provinces.

Within the Insurance sector, you will be part of a team dedicated to the efficiency and quality of operations related to new business. You will work closely with advisors, assistants, insurance carriers, and internal teams to ensure the smooth progression of files and the timely placement of insurance contracts.

We strive to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment as well as a flexible and adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your profession and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring programs are available to you at all times.

Requirements

• Bachelor’s degree and 4 years of relevant experience, or a Master’s degree and 2 years of relevant experience.
• Financial Security Advisor licence (Life and Health Insurance), considered an asset.
• Experience in the analysis, coordination, and placement of individual insurance applications.
• Experience working in a multi-insurer environment requiring coordination among multiple stakeholders and operational requirements.
• Strong knowledge of practices and administrative processes related to new individual insurance business.

• Knowledge of regulatory requirements related to the administration and placement of insurance contracts.

Languages

French, 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.

Required skills

• Compliance Management
• Contract Management
• Customer Service
• Empathy
• Initiative
• Insurance
• Learning Agility
• Resiliency
• Rigor
• Teamwork

Your benefits

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!