Bilingual New Business Case Manager

4 weeks ago

Mississauga, Ontario, Canada Royal Bank of Canada> Full time

Position Overview

Role Summary

What is the opportunity?

If you thrive in fostering collaborative partnerships, exhibit a strong sense of professionalism, and are prepared to tackle the challenges of managing a dynamic caseload, this position is tailored for you.

As a New Business Case Manager, you will oversee cases related to life and living benefit applications, ensuring that all necessary information for evaluating underwriting risks is collected. You will deliver proactive updates to the designated administrative or account contacts.

Key Responsibilities


• Serve as the main point of contact for external Account Administrators throughout the New Business and underwriting phases. The Case Manager is accountable for establishing and managing client expectations.


• Deliver proactive communications to the relevant MGA Administrator or account contact, providing detailed updates on the status of all requirement activities.


• Offer insights and recommendations by identifying trends, gaps, and training opportunities related to the processing of Life and Living Benefit new business applications.


• Identify and address any case-specific delays to ensure that all necessary processing occurs within established service level agreements.


• Maintain current new business Underwriting Pro notes that summarize actions taken, inquiries received, and communications sent and received.

Qualifications for Success

Essential Skills


• Must be fluently bilingual in both English and French, both written and spoken.


• Demonstrated ability to effectively manage a high-volume caseload while adapting to shifting priorities.


• Provide clear and effective communication to all clients.


• Respond to inquiries with a sense of urgency.


• Ensure that internal and external communications are accurate, clear, and concise.


• Build and maintain collaborative relationships with various internal and external stakeholders.


• A high degree of professionalism and the ability to perform under pressure are essential.


• Knowledge or experience in the insurance industry is preferred.

Preferred Qualifications


• LOMA, ACS certifications.


• College degree.


• Experience in New Business or related fields.

Benefits of the Role


• A comprehensive Total Rewards program that includes flexible benefits, work/life balance, and career development opportunities along with investment and retirement savings plans.


• Competitive compensation with high earning potential.


• Access to all necessary tools, training, and team support to advance your career.


• Options for flexible work/life balance.


• Advanced RBCI software tools designed to enhance your productivity.

Additional Information

At RBC, we are committed to fostering diversity and inclusion as key drivers of innovation and growth. We strive to create inclusive teams and an equitable workplace where all employees can express their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also aim to provide an accessible candidate experience for prospective employees with diverse abilities. Please inform us if you require any accommodations during the recruitment process.

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