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New Business Case Coordinator

2mo ago

Applications are closed

Job
Full-time
Junior Level
Customer Relations
Mississauga

Requirements

Minimum 1 to 2 years of insurance industry knowledge or experience
Proven ability to proactively manage a high volume caseload while managing changing priorities
Provide quality and effective communication to all clients, clear and concise
Responsiveness to inquiries with sense of urgency
Attention to detail
Develop and maintain collaborative relationships with multiple internal and external partners
High degree of professionalism coupled with the ability to handle pressure is a necessity
LOMA, ACS
College graduate
New Business or relative experience

Responsibilities

Act as the primary contact for external Account Administrators throughout the New Business and underwriting process. The Case Coordinator is responsible for setting and managing client expectations.
Provide pro-active communications to the appropriate MGA Administrator or account contact detailing the status of all requirement activity
Provide feedback and recommendations identifying trends/gaps and training opportunities, as it relates to the processing of the Life and Living Benefit new business application process
Identify and resolve any case specific delays to ensure all necessary processing occurs within specified service level agreements
Maintain up to date new business Underwriting Pro notes summarizing actions taken, inquiries received including emails and phone calls received and sent

FAQs

What is the role of a New Business Case Coordinator?

The New Business Case Coordinator manages cases for life and/or living benefit new business applications, ensuring all requirements to assess underwriting risk are obtained and providing updates to the MGA administrative or account contact.

What qualifications are necessary for this position?

Candidates should have a minimum of 1 to 2 years of insurance industry knowledge or experience, proven ability to manage a high volume caseload, effective communication skills, attention to detail, and the ability to maintain professional relationships.

What type of experience would be considered beneficial?

Having certifications such as LOMA or ACS, being a college graduate, and having prior experience in New Business or related fields would be advantageous.

What can I expect regarding work hours?

The position requires working 37.5 hours per week.

Is this a full-time position?

Yes, this is a full-time employment opportunity.

What is the pay type for this role?

The pay type for this job is salaried.

When was this position posted?

The job was posted on 2024-10-03.

What is the deadline for applications?

The application deadline for this job is 2024-11-06.

Does the company offer benefits?

Yes, the company offers a Total Rewards program including flexible benefits, work/life balance options, and career development programs.

Is there any opportunity for career development?

Yes, the role provides all the tools, training, and team support needed to grow your career.

RBC

Ideas Happen Here.

Finance

Industry

10,001+

Employees

1864

Founded Year

Mission & Purpose

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 88,000+ 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 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 rbc.com/community-social-impact.