Associate Insurance Service Advisor, Calgary

Role purpose

Advisor and policy support

• Acts as the regional contact for licensed advisors with in-force policy management questions.
• Trains advisors on Centralize policy access and servicing best practices.
• Reviews statements and notices, flags policies needing attention, analyzes policies, requests illustrations, and supplies paperwork.
• Reviews selected permanent life policies at key milestones to identify potential issues and works with colleagues on mitigation.
• Acts as Agent of Record and primary client contact for orphaned regional policies.
• Triages Agent of Record transfer requests for policies sold by external agents and coordinates risk review and onboarding.
• Identifies conversion, re-application, and secondary-sale opportunities and partners with Insurance Consultants.

Education and experience

• Requires 3–5 years of life insurance industry experience and a university degree or equivalent education.
• LLQP is required.
• Permanent life insurance experience and working knowledge of carrier illustrations, software, and advisor portals are essential.
• Knowledge of estate planning uses of life insurance, including corporate-owned life insurance strategies, is essential.
• CFP and/or CLU designations are an asset.

Skills and working approach

• Requires proficiency with Windows and Microsoft Excel, Word, PowerPoint, and Outlook.
• Requires strong interpersonal skills, professional handling of sensitive client situations, and ability to collaborate with a team.
• Values organization, initiative, resourcefulness, adaptability, and rapid, high-quality service.

Risk and culture