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Insurance advisor

Apply now Job ID 46107858976 Date posted 03/17/2023

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


A career in the Insurance sector at National Bank means being part of a large, agile, dynamic and passionate team that has a direct impact on protecting our clients and their wealth.

As an Advisor at National Bank Insurance Firm Inc., you will be responsible for reviewing, analyzing and processing orphan client service requests and monitoring the results. You will direct and/or proceed with the insurer directly, while ensuring an appropriate level of protection, in particular by following up and making notes to the files. Your role

  • Support requests from orphaned clients
  • Anticipate problematic situations in order to put in place procedures aimed at achieving our objectives
  • Ensure rigorous follow-up of files by documenting in accordance with insurance business rules
  • Work with Equisoft Connect and Centralize tools for case administration
  • Conduct research and analysis in order to provide the information necessary for the smooth running of activities
  • Support the implementation of the change implementation steps and ensure their follow-up
  • Interact with operations, managers and other team members to analyze and interpret information
  • Collaborate with the team to achieve objectives

As a member of the orphan customer team, you will ensure that customers receive a service that meets quality, compliance and risk management requirements at all times. As part of your role, you will participate in the analysis of the project and work closely with Operations. You will first complete a training program, which will give you the opportunity to learn more about your position and get to know your teammates. The training program focuses on hands-on learning and will help you become familiar with your position and the sector in which you will be working.

We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid office and remote working, flexible working time to reconcile work and personal life, and flexible leave at times that matter.

Competencies required :

  • Bachelor's degree and 2 years of relevant experience OR master's degree and one year of relevant experience
  • Very good knowledge of the field of individual insurance
  • Good knowledge of Equisoft systems
  • Hold a licence in insurance of persons
  • Experience in customer service and advice
  • Ability to adapt to change
  • Excellent interpersonal and communication skills
  • Ability to handle complex cases
  • Bilingualism French/English necessary, because you frequently interact with our suppliers or partners speaking a language other than French

Preferred competencies :

  • In-depth knowledge of life and health insurance principles and practices
  • Ability to establish good interpersonal relationships
  • Good analytical skills
  • Be customer-centric with good sales skills

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
  • Initiatives promoting community involvement
  • 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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


JobField: Insurance

Unposting Date: 2023-03-31

Job Number: INS000EJ

Posting Date: 2023-03-17

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