Found Description
Drive business growth as an Estate Planning Support Associate at RBC in Toronto. Engage with investment advisors and clients in this full-time role focusing on policy servicing.
In this dynamic position, you will assist with servicing in-force policies while managing client relationships effectively. Your primary responsibilities include responding to inquiries, organizing documentation, and identifying opportunities for business growth. You will also prepare pertinent materials for the Estate Planning Specialist and support new business applications as needed.
Key Responsibilities:
• Manage inquiries and in-force servicing requests
• Organize and review documentation filing procedures
• Ensure timely responses to client needs and issues
• Generate ideas to boost EPS business
• Prepare materials and documents for clients
Requirements:
• Minimum 2 years of experience in insurance industry roles
• Knowledge of Life and Living Benefits insurance
• Strong c...
In this dynamic position, you will assist with servicing in-force policies while managing client relationships effectively. Your primary responsibilities include responding to inquiries, organizing documentation, and identifying opportunities for business growth. You will also prepare pertinent materials for the Estate Planning Specialist and support new business applications as needed.
Key Responsibilities:
• Manage inquiries and in-force servicing requests
• Organize and review documentation filing procedures
• Ensure timely responses to client needs and issues
• Generate ideas to boost EPS business
• Prepare materials and documents for clients
Requirements:
• Minimum 2 years of experience in insurance industry roles
• Knowledge of Life and Living Benefits insurance
• Strong c...
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