Advisor, Client Relations

A career as an Insurance Advisor in the National Bank Insurance team at National Bank means acting as a customer service specialist for our numerous National Bank clients.

Through your customer service skills, experience in personal insurance, and knowledge of insurance products, you will have a positive impact on the client experience, profitability, and client retention.

Your job :

• Ensure an outstanding customer service experience.
• Properly direct clients to our advisors active across Canada.
• Handle requests and follow-ups to confirm with our insurance partners.
• Adapt to different situations.
• Utilize your insurance knowledge to assist clients in their decision-making.
• Identify and participate in solution paths for client management.

Your team :

Within the National Bank Insurance sector, you are part of a team and report to Caroline Tremblay, Director of the National Bank Insurance and Financial Services FBN customer service team.

Our team stands out for its insurance expertise, quality of delivery, customer experience performance, fun atmosphere, and collaborative spirit.

We prioritize a variety of continuous learning methods to enrich your development, including learning in action, training content made available to you, and working in collaboration with colleagues of diverse expertise and profiles.

We are constantly updated on products and services as well as technological developments necessary to support the development of your role and career.

Prerequisites :

• Required academic experience level (college diploma).
• Personal insurance license.
• Customer service experience.
• Caring attitude with strong empathy for the client.
• Understanding of Equisoft Connect / Centralize tools, an asset.
• Ability to adapt to different situations.
• Knowledge of the individual insurance brokerage field and its products.
• Openness to change.

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
• Opportunities to get involved in community initiatives
• 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 accommodation, feel free to let us know during your first conversations with us.

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

Come live your ambitions with us!!