Agent of Record Specialist

2 weeks ago

Toronto, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What's the opportunity?

As the Agent of Record Specialist your primary focus would be to review all Life and Living Benefit insurance files for risk and compliance held by RBC Wealth Management Financial Services Inc. that were transferred in from another outside financial institution. In addition, you will liaise and work with Investment Advisors (Agent of Record)/Estate Planning Specialists to facilitate the assessment of the policy.

What will you do?

  • Focus on controls and administration of process for quality and risk management.

  • Contributing to and monitoring operational effectiveness reporting and escalating concerns as required.

  • Generate a report of policies from our database that have transferred into the agency.

  • Access policies by doing the following:

    • Check the carrier site first to confirm if policy is still inforce

    • Compare the client and policy information on our CRM database verses the carrier site.

    • Specific policies will require additional documentation to assist with the findings and assessments especially whole life and universal life products.

    • Request documentation from carriers such as original illustrations, applications, policy contract information such as schedules, financial UL funding.

    • Request universal Life and whole life current inforce illustrations.

    • All communications with the carriers, advisor (agent of record) Estate Planning Specialists must be documented in our data base.

    • Assessments, inforce illustrations or original documents are to be uploaded to our CRM database system.

    • Assess/discover and investigate if policy is onside or offside and provide findings and assessment documents to both the advisor/agent of record and Estate Planning Specialist.

What do you need to succeed?

  • Minimum 1-2 years in a life and living benefits insurance role.

  • Post-secondary studies in a related field.

  • Excellent communication skills

  • Life & Accident/Sickness Insurance License (LLQP)

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.

  • 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

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

Job Skills

Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, Teamwork

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-05-08

Application Deadline:

2024-05-26

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.
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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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