Insurance Service Desk Lead | Compliance & Client Success

RBC; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Team Lead, Insurance Service Desk Advisor. This role involves overseeing client interactions, ensuring compliance of insurance files, and providing coaching to staff. The ideal candidate should have experience in the insurance sector, strong communication skills, and be a licensed insurance advisor. The position offers a full-time role with opportunities for professional growth.

Benefits

Challenging work

Variety of assignments

Strong brand reputation

Management support for progression

Qualifications

• Minimum of 1-2 years experience in a Life and Living Benefit insurance role.
• Excellent communication skills required.
• Full Life, Accident & Sickness Insurance Licensed (LLQP) necessary.

Responsibilities

• Oversee efficient servicing of client interactions.
• Conduct thorough policy and KYC reviews ensuring accuracy.
• Identify potential sales opportunities and collaborate.
• Digitize documents and record all client interactions.
• Provide ongoing coaching and support to the team.

Skills

Analytical Thinking

Client Facing

Collaborating

Customer Service

Identifying Sales Opportunities

Insurance

People Management

Team Player

Education

Post-secondary studies in a related field

Job description

A leading financial institution in Toronto is seeking a Team Lead, Insurance Service Desk Advisor. This role involves overseeing client interactions, ensuring compliance of insurance files, and providing coaching to staff. The ideal candidate should have experience in the insurance sector, strong communication skills, and be a licensed insurance advisor. The position offers a full-time role with opportunities for professional growth.