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Toronto Jobs Agency Join the dynamic team at RBC Wealth Management as an Agent of Record Specialist in Toronto, Ontario, Canada. This full-time role is pivotal in reviewing Life and Living Benefit insurance files for risk and compliance, ensuring a smooth transfer from external financial institutions. Collaborate with Investment Advisors and Estate Planning Specialists to assess policies, focusing on quality control and risk management. You’ll generate reports, verify policy statuses, and meticulously document all communications in our CRM database.

To excel in this role, you need 1-2 years of experience in life and living benefits insurance, post-secondary education in a related field, and outstanding communication skills in Toronto Jobs Agency. A Life & Accident/Sickness Insurance License (LLQP) is essential. RBC offers a rewarding environment with a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and opportunities for development and challenging work.

RBC is committed to diversity, equity, and inclusion, fostering an equitable workplace where employees thrive. We support our diverse talent and communities by addressing inequity and systemic bias at Toronto Jobs Agency. Join us at RBC and expand your limits to create a new future, enhancing the well-being of our clients and communities. Visit jobs.rbc.com to learn more and apply by May 26, 2024.

Agent of Record Specialist Job Opportunity

City	TORONTO
Country	Canada
Work hours/week	37.5h
Employment Type	Full time
Platform	Wealth Management
Job Type	Contract (Fixed Term)
Pay Type	Salaried

Toronto Jobs Agency

Job Vacancy

Agent of Record Specialist

Skill

Communication: Articulate complex information clearly and effectively.
Cross-Selling: Identify opportunities to offer additional services to clients.
Customer Needs: Understand and address client requirements.
Detail-Oriented: Pay close attention to the specifics of policy and compliance.
Group Problem Solving: Collaborate with team members to resolve issues.
Office Tools: Proficiency in standard office software Toronto Jobs Agency.
Sales: Engage in sales activities and strategies.
Sales Activities: Participate actively in sales-related tasks.
Sales Closing: Completed sales and secured client agreements.
Teamwork: Work cooperatively within a team environment.

Experience

A minimum of 1-2 years of experience in a life and living benefits insurance role.
Post-secondary studies in a field related to insurance or financial services.
Proficiency in communication, with the ability to articulate complex information effectively.
Possession of a Life & Accident/Sickness Insurance License (LLQP).

Your Responsibility

Reviewing insurance files for risk and compliance after transfer from external financial institutions Toronto Jobs Agency.
Liaising with Investment Advisors and Estate Planning Specialists to assess policies.
We are focusing on quality control and risk management in the administration of processes.
Generating reports of policies transferred into the agency from the database.
Verifying policy statuses by checking carrier sites and comparing information with Toronto Jobs Agency’s CRM database.
Requesting documentation from carriers, such as original illustrations and policy contracts.
Documenting all communications with carriers, advisors, and Estate Planning Specialists in the database.
Uploading assessments and illustrations or original documents to the CRM system.
Assess policies to determine if they are onside or offside and provide findings to the relevant parties.

About Job

Canada agency Jobs

Royal Bank of Canada (RBC) is a prominent financial institution recognized for its purpose-driven and principles-led approach to delivering top performance and creating value for clients and communities. With a history of over 150 years, RBC has expanded across Canada and the United States and selected global markets, holding strong positions in five business segments.

Contact Details

Website URL	RBC Wealth Management
Email	wmfs@rbc.com

Toronto Jobs Agency

How to Apply (Toronto Jobs Agency)

Visit the RBC Wealth Management careers page and search for the desired job opportunity.
Create a candidate profile on the RBC careers portal Toronto Jobs Agency.
You may be invited to complete online assessments if your application is successful.
Await further communication from RBC regarding the interview process.

General Faqs

How can I access my account details online?

You can access your account details by signing into RBC Wealth Management Online. If you encounter any issues or need assistance, click the “Show Me How” button or contact your team directly.

What should I do if some accounts are not displayed on the Summary page?

The Summary page only displays accounts with a value. An account with a $0 value will not be shown on the Summary page. However, on your Holdings page, you can view all your accounts, including those with a $0 value.

Can I request documentation for my insurance policies?

Yes, you can request documentation such as original illustrations, policy contracts, and current in-force illustrations for universal life and whole life products from carriers. These documents are essential for assessing and managing your policies.