Insurance New Business Intake Specialist

RBC; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Halifax is looking for a responsible individual to assess and review Life and Living Benefits policy applications. The role emphasizes comparative analysis and requires excellent written communication skills. Candidates should show an ability to follow strict processes and foster collaboration. This position offers flexible benefits, competitive pay, and tools necessary to enhance career growth, making it an exciting opportunity for enthusiastic professionals.

Benefits

Flexible benefits

Career development programs

Investment and retirement savings plans

Competitive pay and high-earning potential

Work/life balance options

Qualifications

• Experience in reviewing and assessing policy applications effectively.
• Ability to follow outlined processes and ensure documentation accuracy.
• Strong written and verbal communication skills essential.

Responsibilities

• Review applications for accuracy against data entry.
• Determine client eligibility for insurance and process payments.
• Maintain strong quality and track inventory of completed work.

Skills

Client Centricity

Computer Literacy

Customer Needs

Detail Oriented

Group Problem Solving

Insurance Operations

Microsoft Office

Office Administration

Prioritization

System Applications

Task-Oriented

Time-Oriented

Written Communication

Tools

RBCI software tools

Microsoft Office Suite

Job description

A leading financial institution in Halifax is looking for a responsible individual to assess and review Life and Living Benefits policy applications. The role emphasizes comparative analysis and requires excellent written communication skills. Candidates should show an ability to follow strict processes and foster collaboration. This position offers flexible benefits, competitive pay, and tools necessary to enhance career growth, making it an exciting opportunity for enthusiastic professionals.