Insurance (Life & Living Benefits) New Business Specialist
Job Summary
Job Description
What is the opportunity?
You will quality check New Business applications and corresponding setup on our internal system and work with Estate Planning Associates & Assistants in getting new insurance business submitted and paid in timely manner. You will be a part of an established, high functioning team, striving to accomplish a high level of professionalism and proficiency.
What will you do?
- Review new business applications, forms, settlements and internal Point of Sale documents for completion and accuracy
- Audit internal system for correct policy setup
- Assist with proper case setup & correct commission payout
- Maintain knowledge of compliance regulations pertaining to the new business role
- Provide exceptional client service to internal partners
- Review and send insurance policy contracts to branch offices
What do you need to succeed?
Must-have
- Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
- Excellent team player
- Knowledge of Life and Living Benefits insurance products
- Ability to think outside the box
- Excellent client service skills
- Excellent communication skills
- Ability to work independently
- Strong Microsoft office skills
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Challenging Work
- Management that supports your work and progression
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.