Bilingual Senior Administrative Specialist (Insurance)
Bilingual Senior 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 Senior 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! Your primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing in-force policy administration.
The Senior Administrative Specialist is responsible for providing elevated concierge-level support to life insurance licensed Advisors who have achieved a certain premier level. This role ensures that all insurance related transactional requests from these top performing advisors are prioritized and handled with exceptional care efficiency and accuracy. The specialist acts as a single point of contact offering proactive support personalized service and seamless execution of all insurance servicing needs.
What will you do
Deliver a high-touch service experience by offering tailored assistance including guidance in completing complex insurance forms and ensure all documentation is accurate complete and compliant prior to submission
Manage the administrative transactional request from premier level advisors
Review completed forms for accuracy and completeness
Submit completed forms to the insurance company for processing
Provide clear timely updates on request statuses
Maintain data integrity on our database by ensuring the change has been updated
Anticipate advisor needs and follow up proactively to ensure satisfaction and continuity of service
Serve as a point of escalation for complex or urgent insurance servicing issues. Liaise with insurance carriers as needed to resolve matters quickly
Identify trends pain points and opportunities for improvement in servicing workflows and advisor team engagement. Offer suggestions to enhance the premier level experience
Build and maintain strong relationships with assigned advisors and their teams
Support the team with policy reassignments requests
Maintain the insurance company inforce forms on our internal website
Contribute to business and process improvement initiatives
Assist with any inquires that may be requested.
What do you need to succeed
Must-have
Minimum of 3-5 years in insurance or financial services or similar role
Post-secondary studies in a related field
Bilingual (French/English)
Full Insurance Licensed (LLQP)
Ability to manage multiple priorities and meet tight deadlines with accuracy
Proven track record of delivering high-level client service
Excellent verbal and written communication skills
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
Detail-Oriented Oral Communications Team Collaboration 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:
Senior IC
Employment Type
Full-Time
