Administrative Specialist - Insurance
Administrative Specialist - Insurance
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Job Description
Job Summary
Job Description
What is the opportunity
We are looking to add a bright resourceful and organized insurance Administrative Specialist to our team. You take initiative pay attention to detail learn quickly can manage internal and external relationships and youre a great team player with superb communication skills. Then we are looking for you! As the Administrative Specialist your primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing in-force policy administration.
What will you do
Manage the administrative transactional request from either the Estate Planning Specialists or Investment Advisor teams:
Review completed forms for accuracy and completeness
Submit completed forms to the insurance company for processing
Follow up with the insurance company and provide clear timely updates on request statuses.
Maintain data integrity on our database by ensuring the change has been updated.
Support the team with policy reassignments requests
Maintain the insurance company inforce forms on our internal website
Provide listing of insurance policies to the investment advisor
Contribute to business and process improvement initiatives
Assist with any inquiries that may be requested
What do you need to succeed
Must-have
Minimum of 1-2 years in a similar role
Post-secondary studies in a related field
Excellent Communication skills
Nice to Have (not required)
Full Insurance Licensed (LLQP)
Whats 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.
A comprehensive Total Rewards Program including bonuses and flexible benefits competitive compensation commissions and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic collaborative progressive and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills
Communication Cross-Selling Customer Needs Detail-Oriented Group Problem Solving Office Tools Oral Communications Sales Sales Activities Sales Closing Team Collaboration Teamwork Time Management Written CommunicationAdditional 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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
