Licensed Insurance Advisor, Home & Auto - Advice Centre

Royal Bank of Canada; Windsor; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services organization in Windsor seeks an Insurance Advisor for Home & Auto, providing insurance advice through inbound calls. Candidates must possess strong customer service skills, be willing to obtain necessary licenses, and demonstrate problem-solving abilities. This full-time role offers comprehensive benefits and a supportive team environment.

Benefits

Comprehensive Total Rewards package

Flexible benefits

Opportunities for career growth

Qualifications

• Willing to obtain the General Insurance License for Ontario.
• Exceptional customer service abilities required.
• Flexibility to work all shifts within operating hours.

Responsibilities

• Provide insurance advice to clients through inbound calls.
• Complete personalized needs assessments for clients.
• Maintain relationships with partners as part of RBC team.

Skills

Customer service skills

Problem-solving skills

Digital literacy

Time management

Education

Post-secondary education

Tools

Insurance software tools

Job description

Overview

What is the opportunity? This role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work. We will provide you with the tools, training and support you need to successfully complete the Other than Life (OTL) Ontario insurance license and other provinces. As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s important to them. You’re empathetic, helpful, friendly and provide clear, upfront insurance advice for clients. With every conversation, you’re curious, caring and detail-oriented, with a focus on problem solving and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home and auto insurance solutions to new and existing clients, as well as referring them to your partners within the organization.

Responsibilities

• Provide insurance advice and solutions to clients based on their needs through inbound calls.
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions.
• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations.
• Demonstrate a solid understanding of regulatory risk when underwriting and updating home & auto insurance policies.
• Use procedures effectively and seamlessly during conversations with clients.
• Cultivate and maintain relationships with partners to work as one RBC team.

What you need to succeed

Must-have

• Willingness and ability to successfully obtain the General Insurance License for Ontario (Other Than Life) and the General Insurance License for all provinces.
• Exceptional customer service skills with the ability to build strong relationships and connect with clients.
• Flexibility to work all shifts within the hours of operation. The Home & Auto Advice Centre is open Monday – Friday 8:00am – 8:30pm and Saturday 8:00am – 4:30pm.
• Digital literacy across a broad range of services (i.e. smartphones, tablets, laptops etc.).
• Ability to work independently in a structured environment, with proven time management, organizational and problem-solving skills.
• Must be able to meet the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.).

Nice-to-have

• Possession of the Other Than Life (OTL) license at time of application.
• Fluent in both French and English.
• Post-secondary education.
• Knowledge of insurance products.
• Customer service and/or sales experience in a contact centre environment.

What’s in it for you?

• Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.
• Working with an award-winning team and access to Diversity & Inclusion initiatives.
• A comprehensive Total Rewards package prioritizing your wellbeing, including flexible benefits, competitive compensation and stock options.
• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives and experiences.
• Leaders invested in your success with opportunities to learn, grow and explore new paths through learning programs and tools.
• Impactful work on clients and communities you serve.

RBCI software tools to boost your productivity

Job Skills: Auto Insurance, Cold Calling, Competitive Markets, Cross-Selling, Customer Needs, Customer Service, Group Problem Solving, Insurance Product Development, Sales

Job Details

• Address: 245 OUELLETTE AVE, WINDSOR
• City: Windsor
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-08-06
• Application Deadline: 2025-09-26

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date. RBC is committed to inclusion and equal opportunity employment and maintains a workplace based on respect, belonging and opportunity for all.