New Business Specialist
New Business Specialist
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Job Description
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
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
Additional 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
