Life Insurance Senior Administrative Specialist

What is the opportunity?

As the Administrative Specialist your primary focus will be to assist Estate Planning Specialist and or respective teams with ongoing policy administration. The main focus for the role will always be to go above and beyond providing the best possible administrative service delivery. The Administrative Specialist will also work with Investment Advisors and teams as they may be part of the policy administration process.

What will you do?

• Manage the administrative transactional request from either the EPS or IA team by

  • Review completed forms from the insurance company

  • Send completed forms to the insurance company for handling

  • Follow up with the insurance company

  • Confirm with all parties when completed

  • Maintain data integrity on our database by ensuring the change has been updated.

• Reassigning policies from one advisor to another whether that is with one advisor or on a mass request.

• Complete agent of record requests when a client wants to bring their policy to RBC

• Maintain the insurance company inforce forms on our internal website

• Provide listing of insurance policies to the investment advisor

• Problem solving and helping provide alternative solutions

• Assist with any inquiries that may be requested

What do you need to succeed?

Must-have

• Minimum of 1-2 years in a similar role

• Post-secondary studies in a related field

• Excellent Communication skills

Nice to Have (not required)

• Full 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

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Additional Job Details