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Estate Planning Associate (Insurance) [Td Bank]
Company | CareerBeacon |
Address | Montreal, Quebec, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-08-04 |
Posted at | 10 months ago |
Company Overview
- Follow existing policies and procedures; maintain a culture of risk management and control
- Verify, witness and settle new insurance policies; provide policy change servicing; maintain application quality assurance and follow up and monitor inforce and pending cases
- Conduct reporting and relevant analysis to assess and recommend effectiveness of programs, policies
- Keep business channel contacts informed and up-to-date about status of projects and day-to-day activities
- Process and facilitate new business for EPAs, Investment Advisors, Portfolio Managers and Financial Planners
- Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPAs)
- Protect client interests and conserve block of business by dedicated policy management through oversight and communication of service requirements
- Professional designation or willingness to work toward an industry professional designation such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Health Insurance Specialist (CHS), Association for Advanced Life Underwriting (AALU) or Associate Customer Service (ACS)
- For positions in Quebec, Life License Qualification Program (LLQP) must be attained within first 12 months in role
- Strong communication skills with the ability to build links and work in a group as well as independently
- University degree
- Level 2 Life License (or attained within first 12 months in role)
- Ability to analyze, organize and prioritize work while meeting multiple deadlines
- Three (3) or more years of service experience in the life insurance industry, in an administrative sales supporting role
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