Insurance Policy Review Specialist

1 month ago

Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Title: Insurance Service Desk Advisor

Job Summary:

We are seeking a highly skilled Insurance Service Desk Advisor to join our team at RBC Dominion Securities Inc. As an Insurance Service Desk Advisor, you will play a critical role in reviewing Life and Living Benefit insurance files for risk and compliance, ensuring that all policies are in good order and up-to-date. You will also work closely with Investment Advisors and Regional Sales Network to facilitate a smooth transition for clients from one platform to another.

Key Responsibilities:

  • Review insurance policies to ensure compliance and risk management
  • Liaise with Investment Advisors and Regional Sales Network to facilitate client transitions
  • Scan and upload documents to centralized database
  • Ensure client activity is recorded in centralized database system
  • Communicate compliance-related issues as needed
  • Complete other duties and projects as assigned

Requirements:

  • Minimum of 1-2 years of experience in a Life and Living Benefit insurance role
  • Post-secondary studies in a related field
  • Excellent communication skills
  • Life & Accident/Sickness Insurance Licensed (LLQP)

What We Offer:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation and commissions
  • 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 and take on progressively greater accountabilities

About RBC:

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.

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