Nesbitt Burns
Wealth Sales & Service
EstateInsuranceAssociate
“Estate Insurance Associate at Nesbitt Burns. Skills: Estate Insurance, Sales Support, Customer Service. Perform administrative tasks. Deliver service initiatives”
What You'll Achieve.
Contribute to the growth of insurance sales; Mitigate risk; Support the efficient and effective operation of the business group; Enhance sales activities, referrals and client retention
Industry & Context.
Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Bilingualism French and English, Life Insurance Licence or willing to obtain it in the 12 following months, Knowledge of Life Insurance and Investment Products, Basic/Intermediate knowledge of Insurance and Estate Principles, knowledge of administrative processes and procedures, Knowledge of compliance rules (proprietary and industry), Basic specialized knowledge
What You'll Do.
Perform administrative tasks
Deliver service initiatives
Provide services to EIA
Ensure operational processes are followed
Contribute to growth of insurance sales
Support business operations
Provide sales support
Ensure book of business is developed
Deliver exceptional customer service
Provide exceptional client experience
Ensure client needs are met
Collaborate with stakeholders
Support tailored messaging
Communicate with internal groups
Organize work information
Complete complex tasks
Escalate issues as required
How You'll Work.
Team & Collaboration
Collaborates with internal and external stakeholders; Communicates with internal business/groups
Communication Scope
Verbal & written communication skills - Good
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