In-Force Life Insurance Policy Specialist

Scotiabank; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotiabank in Montreal, QC, seeks an Associate Insurance Service Advisor to support licensed advisors and branch managers with in-force policy management. You will train advisors, review policy statements, and triage AOR requests, with emphasis on policy analysis and proactive risk mitigation.

You have 3–5 years in life insurance, LLQP, and familiarity with illustrations and advisor portals. The role requires collaboration, client-service excellence, and adherence to regulatory and bank

Qualifications

• 3–5 years in life insurance industry
• LLQP is a requirement
• Familiarity with life insurance illustrations and advisor portals
• Estate planning uses for life insurance knowledge is a plus
• Strong interpersonal and teamwork skills

Responsibilities

• Serve as main contact for licensed advisors in region
• Provide policy support and training to advisors
• Review in-force policies and flag issues
• Manage orphaned policies and AOR transitions
• Identify opportunities to introduce Insurance Consultant for cross-sell

Skills

Life insurance experience

Team collaboration

Client service

Proactive/problem solving

Education

University degree or equivalent

LLQP designation

CFP/CLU asset

Tools

Illustrations software

Advisor portals

Job description

Scotiabank in Montreal, QC, seeks an Associate Insurance Service Advisor to support licensed advisors and branch managers with in-force policy management. You will train advisors, review policy statements, and triage AOR requests, with emphasis on policy analysis and proactive risk mitigation.

You have 3–5 years in life insurance, LLQP, and familiarity with illustrations and advisor portals. The role requires collaboration, client-service excellence, and adherence to regulatory and bank