New Business Insurance Specialist
4 weeks ago
We are seeking a highly skilled New Business Insurance Specialist to join our team at Royal Bank of Canada.
Job SummaryThis role is responsible for quality checking new business applications and ensuring timely submission and payment. You will work closely with Estate Planning Associates & Assistants to achieve high levels of professionalism and proficiency.
Key Responsibilities- 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
To succeed in this role, you 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
We offer a challenging work environment, supportive management, and the opportunity to work in a dynamic, collaborative, progressive, and high-performing team. You will also receive a competitive salary, estimated to be around $60,000 - $80,000 per year, depending on location and experience.
We strive to provide an equitable workplace for our employees to bring their true selves to work. We are committed to building inclusive teams and taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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Commercial Insurance Specialist
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Insurance Product Development Specialist
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