Bilingual Insurance Service Desk Advisor (Isda)
Job Summary
Job Description
What is the opportunity?
We are looking to add a bright, resourceful, and organized Bilingual Insurance Service Desk Advisor to our team. You take initiative, pay attention to detail, learn quickly, can manage internal and external relationships, and you're a great team player with superb communication skills. Then we are looking for you! 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?
The ISDA plays a critical role in managing and providing service support to clients:
Conduct thorough policy and KYC reviews to ensure accuracy and compliance. For policies such as Whole Life (WL) and Universal Life (UL) confirm that inforce illustrations align with those provided at time of sale. Any changes must be updated in the centralized database with all supporting documents.
Review and assess policy to ensure its in good standing and make recommendations based on assessment.
Identify potential sales opportunities and collaborate with the regional sales network for reassignment.
Create detail reports of all active policies under the departed insurance representatives either as primary or servicing advisor and send introductory communication.
Digitize documents that are not already uploaded onto the centralized database and record all client interactions.
Communicate compliance related matters and ensure timely resolution of any issues.
Perform other duties and projects as assigned to support operational excellence.
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)
Bilingual in French and English Language
What's 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
Job Skills
Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, Team Collaboration, TeamworkAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.