Insurance Service Desk Advisor

What is the opportunity?

As the Insurance Service Desk Advisor (ISDA) your primary focus would be to review all Life and Living Benefit insurance files for risk and compliance held by RBC Financial Wealth Management Services Inc. In addition you will liaise and work with Investment Advisors/Regional Sales Network in order to facilitate an easy transition for clients from one platform to another.

What will you do?

• ISDA creates a report with all the active policies listed under the departed insurance sales person, either as primary or servicing advisor.

• Scan any documents onto centralized data base that is not already scanned.

• The ISDA will review the insurance policy to ensure sure all is in good order, such as clients address is correct and current, ownership and beneficiary of the policy has not changed. Policies such as WL and ULs require inforce illustrations to ensure the policy is on side and with what was provided at time of sale. If a change has occurred the centralized data base requires the supporting documents.

• Should the insurance policy indicate any future sales opportunity the ISDA can approach the regional sales network should it be agreed the policy can then be re-assigned. The ISDA however should still review and assess to make sure all is in good order and continue with the process.

• Ensure all client activity is recorded in centralized data base system

• Communicate any compliance related issues as needed

• Complete other duties and projects as assigned

What do you need to succeed?

Must-have

• Minimum of 1-2 years in a Life and Living Benefit insurance role

• Post-secondary studies in a related field

• Excellent Communication skills

• Life & Accident/Sickness Insurance Licensed (LLQP)

Whats in it for you?

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• 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.

• Opportunities to take on progressively greater accountabilities.

• Access to a variety of job opportunities across business.

Job Skills

Additional Job Details