Bilingual Senior Administrative Specialist (Insurance)

RBC; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Senior Administrative Specialist to provide exceptional support to insurance advisors. This role focuses on managing requests from premier-level advisors, ensuring documentation is accurate, and enhancing the advisor experience through proactive service and relationship management.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Development and coaching opportunities

Access to a variety of job opportunities across business

Qualifications

• Minimum of 3-5 years in insurance or financial services.
• Bilingual (French/English) required.
• Full Insurance Licensed (LLQP) needed.

Responsibilities

• Deliver high-touch service with tailored assistance.
• Manage administrative transactional requests from premier advisors.
• Serve as a point of escalation for complex insurance issues.

Skills

Detail-Oriented

Oral Communications

Team Collaboration

Time Management

Written Communication

Education

Post-secondary studies in a related field

Job description

Job Summary

Job Description

What is the opportunity?

We are looking to add a bright, resourceful, and organized Senior Administrative Specialist 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! Your primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing in-force policy administration.

The Senior Administrative Specialist is responsible for providing elevated concierge-level support to life insurance licensed Advisors who have achieved a certain premier level. This role ensures that all insurance related transactional requests from these top performing advisors are prioritized and handled with exceptional care, efficiency and accuracy. The specialist acts as a single point of contact, offering proactive support, personalized service and seamless execution of all insurance servicing needs.

What will you do?

• Deliver a high-touch service experience by offering tailored assistance, including guidance in completing complex insurance forms and ensure all documentation is accurate, complete and compliant prior to submission

• Manage the administrative transactional request from premier level advisors

  • Review completed forms for accuracy and completeness

  • Submit completed forms to the insurance company for processing

  • Provide clear, timely updates on request statuses

  • Maintain data integrity on our database by ensuring the change has been updated

• Anticipate advisor needs and follow up proactively to ensure satisfaction and continuity of service

• Serve as a point of escalation for complex or urgent insurance servicing issues. Liaise with insurance carriers as needed to resolve matters quickly

• Identify trends, pain points and opportunities for improvement in servicing workflows and advisor team engagement. Offer suggestions to enhance the premier level experience

• Build and maintain strong relationships with assigned advisors and their teams

• Support the team with policy reassignments requests

• Maintain the insurance company inforce forms on our internal website

• Contribute to business and process improvement initiatives

• Assist with any inquires that may be requested.

What do you need to succeed?

Must-have

• Minimum of 3-5 years in insurance or financial services or similar role

• Post-secondary studies in a related field

• Bilingual (French/English)

• Full Insurance Licensed (LLQP)

• Ability to manage multiple priorities and meet tight deadlines with accuracy

• Proven track record of delivering high-level client service

• Excellent verbal and written communication skills

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Flexible work/life balance options.

• Opportunities to do challenging work.

• Opportunities to take on progressively greater accountabilities.

• Access to a variety of job opportunities across business.

Job Skills

Detail-Oriented, Oral Communications, Team Collaboration, Time Management, Written Communication

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-11

Application Deadline:

2025-07-25

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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