Life Specialist - Consultant II
Core
Support customers with life insurance policies through service, policy analysis, coverage recommendations, and ongoing relationship management.
Role type
Life insurance specialist (consultant)
Builds
Life insurance policies and coverage solutions
Domain
Insurance (Life, Accident & Sickness)
Deliverable
client delivery
Required skills
Life insurance underwriting, needs assessment, policy analysis, coverage recommendations, portfolio management, stakeholder management, bilingual communication (French/English), regulatory compliance
Preferred skills
Experience with legacy systems (SunCentral), additional provincial life insurance licenses
Technologies
Microsoft Office (Word, PowerPoint, Excel), SunCentral
Responsibilities
Conduct complex portfolio analyses including needs assessments and underwriting; Review and process policyholder requests for changes and enhancements; Maintain communication with policyholders and alliance management teams; Support Group and Strategic Alliances teams through presentations and training; Provide agency support for Prevention & Protection products
Seniority
Mid-level IC