Bilingual Insurance Service Desk Advisor - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Bilingual Insurance Service Desk Advisor

What is the opportunity?

As the Insurance Service Desk Advisor (ISDA) for the Quebec region 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?

Client facing servicing on orphaned policies and supervisor on policies with an existing IA
ISDA creates a report with all the active policies listed under the departed insurance sales person, either as primary or servicing advisor.
The ISDA will review the insurance policy to ensure sure all is in good order, such as client's address is correct and current, ownership and beneficiary of the policy has not changed. Policies such as WL and UL's 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 reassigned. 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
Scan any documents onto centralized data base that is not already scanned.

What do you need to succeed?

Must-have

Minimum of 12 years in a Life and Living Benefit insurance role
Postsecondary studies in a related field
Excellent Communication skills
Life & Accident/Sickness Insurance Licensed (LLQP)
Bilingual English/French speaking

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.

Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression

Job Summary
Provides Operational, compliance and administrative support for a team of advisors. Applies complete knowledge, skills, and practices to perform assignments.

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.

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