Bilingual New Business Case Coordinator

RBC; Remote; CAD 30,000 - 60,000; Full time

Job summary

A major financial institution is seeking a bilingual New Business Case Coordinator to manage life and living benefit applications in Mississauga. The role involves high-volume caseload management, proactive communication with Account Administrators, and maintaining case documentation. Ideal candidates should be fluent in English and French, possess strong organizational skills, and have insurance industry experience. The position offers competitive pay, flexible work/life balance options, and support for career growth.

Benefits

Flexible benefits

Career development programs

Investment and retirement savings plans

Qualifications

• Proven ability to manage a high-volume caseload while handling changing priorities.
• Quality communication to clients with a sense of urgency.
• Insurance industry knowledge or experience.

Responsibilities

• Manage cases for life and living benefit new business applications.
• Act as the primary contact for Account Administrators.
• Provide proactive updates on requirement activity.
• Identify and resolve case-specific delays.
• Maintain up-to-date underwriting notes.

Skills

Fluent in English and French

High-volume caseload management

Effective communication

Responsiveness

Collaborative relationship development

Education

College graduate

Job description

Job Description

What is the opportunity?

If you like to develop and work in collaborative relationships, possess a high degree of professionalism and are up for the challenge of managing a changing caseload volume, then this role is for you.

As a bilingual New Business Case Coordinator you will manage cases for life and/or living benefit new business applications by ensuring all requirements to assess the underwriting risk are obtained. You will provide pro‑active updates to the MGA administrative or account contact.

What will you do?

• 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.

What will you need to succeed?

Must have

• Must be fluently bilingual in both English and French, written and spoken.
• Proven ability to proactively manage a high‑volume caseload while managing changing priorities.
• Provide quality and effective communication to all clients.
• Responsiveness to inquiries with sense of urgency.
• Internal and external communication are accurate, clear and concise.
• 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.
• Insurance industry knowledge or experience.

Nice to have

• LOMA, ACS
• College graduate
• New Business or relative experience

Special Conditions

The successful candidate will have the ability to work remotely out of any province. Please note only candidates fluently bilingual in both English and French will be considered for this role.

What's in it for you?

• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans.

• Competitive pay and high‑earning potential.

• All the tools, training, and team support you need to grow your career.

• Flexible work/life balance options.

• Sophisticated RBCI software tools to boost your productivity.

Job Skills

• Adaptability
• Communication
• Customer Relationship Management (CRM)
• Decision Making
• Detail‑Oriented
• Emotional Intelligence
• Ethical Business
• Negotiation
• Organizational Savvy and Politics
• Results‑Oriented

Additional Job Details

Address: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City: Mississauga

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-15

Application Deadline: 2026-01-07

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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