Senior Analyst Individual Insurance

Banque Nationale du Canada; Montreal; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

Banque Nationale du Canada is seeking a Senior Analyst to coordinate the policy placement process for individual insurance contracts across multiple insurers and to validate files for compliance.

You will work with advisors, assistants, carriers, and internal teams to resolve issues, ensure timely issuance, and improve operational efficiency in a hybrid work setting.

Qualifications

• Bachelor’s degree or Master’s degree in a relevant field with years of experience as described.
• Financial Security Advisor licence (Life and Health Insurance) is an asset.
• Experience in analysis, coordination, and placement of individual insurance applications.
• Experience working in a multi-insurer environment requiring coordination among multiple stakeholders.
• Knowledge of regulatory requirements related to administration and placement of insurance contracts.
• Languages: you will need to discuss with providers or partners who speak another language than French.

Responsibilities

• Coordinate policy placement for individual insurance contracts across multiple insurers, liaising with advisors, assistants, carriers, and internal partners.
• Validate client files before policy placement to ensure complete and compliant information, signatures, payments, and requirements.
• Analyze delivery requirements, discrepancies, and underwriting conditions; coordinate actions to resolve them.
• Ensure proactive follow-up on pending files with insurers to minimize issuance delays.
• Prioritize files based on status and issues; provide timely progress updates to stakeholders.
• Maintain accurate information in internal systems and contribute to process improvements for advisor experience.

Skills

Compliance Management

Contract Management

Customer Service

Insurance

Teamwork

Empathy

Initiative

Learning Agility

Resiliency

Rigor

Education

Bachelor’s degree

Master’s degree

Job description

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A career as a Senior Analyst 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:

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

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• Compliance Management


• Contract Management


• Customer Service


• Insurance


• Teamwork


• Empathy


• Initiative


• Learning Agility


• Resiliency


• Rigor

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 such as:

• Health and wellness program, including many options


• Employee Share Ownership Plan


• Employee and family assistance program


• Preferential banking services


• Involvement in community initiatives


• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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