Team Lead, Insurance Service Desk Advisor
Top Benefits
About the role
What is the opportunity?
We are looking to add a bright, resourceful, organized and client focused Team Lead, 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 Team Lead, Insurance Service Desk Advisor (ISDA) your primary focus would be to oversee the efficient servicing of client interactions while reviewing all Life and Living Benefit insurance files for risk and compliance held by RBC Financial Wealth Management Services Inc. Drive process improvements, support onboarding efforts and collaborate with internal and external stakeholders to enhance service delivery. You will also liaise and work with Investment Advisors/Regional Sales Network to facilitate an easy transition for clients from one platform to another.
What will you do?
The Team Lead (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.
- Act as point of escalation for complex inforce servicing requests
- Provide on the job training and job shadowing for new ISDA staff, ensuring they understand processes and procedural guidelines and internal/external systems
- Reinforce knowledge post-training and provide ongoing coaching and support to the team
- Participate in process improvement and cross functional projects and initiatives that impact ISDA team
- 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
- Full Life, Accident & Sickness Insurance Licensed (LLQP)
Nice to Have
- Bilingual in French an asset
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Team Lead, Insurance Service Desk Advisor
Top Benefits
About the role
What is the opportunity?
We are looking to add a bright, resourceful, organized and client focused Team Lead, 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 Team Lead, Insurance Service Desk Advisor (ISDA) your primary focus would be to oversee the efficient servicing of client interactions while reviewing all Life and Living Benefit insurance files for risk and compliance held by RBC Financial Wealth Management Services Inc. Drive process improvements, support onboarding efforts and collaborate with internal and external stakeholders to enhance service delivery. You will also liaise and work with Investment Advisors/Regional Sales Network to facilitate an easy transition for clients from one platform to another.
What will you do?
The Team Lead (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.
- Act as point of escalation for complex inforce servicing requests
- Provide on the job training and job shadowing for new ISDA staff, ensuring they understand processes and procedural guidelines and internal/external systems
- Reinforce knowledge post-training and provide ongoing coaching and support to the team
- Participate in process improvement and cross functional projects and initiatives that impact ISDA team
- 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
- Full Life, Accident & Sickness Insurance Licensed (LLQP)
Nice to Have
- Bilingual in French an asset
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.