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