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Description

This role is for a Senior Administrative Specialist to assist Estate Planning Specialist/Advisor teams with ongoing insurance in-force policy administration. The specialist will ensure all insurance-related transactional requests are handled efficiently and accurately, acting as a single point of contact, offering proactive support, personalized service, and seamless execution of all insurance servicing needs.

What We're Looking For

Responsibilities include managing administrative transactional requests, reviewing and submitting forms to insurance companies, following up on request statuses, maintaining data integrity, serving as a point of escalation for complex issues, liaising with insurance carriers, identifying trends and improvement opportunities, supporting policy reassignments, maintaining internal insurance company forms, and contributing to business and process improvement initiatives.

Ideal Candidate

Post-secondary studies in a related field; Full Insurance Licensed (LLQP) is a nice-to-have.

Minimum Education

Post-secondary studies

Hard Skills

Insurance
Office Administration

Soft Skills

Collaboration
Communication
Customer Service
Detail-Oriented
Effective Written Communication
Taking Initiative
Teamwork
Time Management

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (including bonuses and flexible benefits)
competitive compensation
commissions
stock where applicable
world-class training program in financial services
opportunity to work in a dynamic
collaborative
progressive
and high-performing team
and ability to make a difference and lasting impact.

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada

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