New Business Intake Associate

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

Job Description

What is the opportunity?

This position is responsible for reviewing and assessing new Life and Living Benefits policy applications. This is a full production environment very heavily focused on comparative analysis between the application submitted vs. the data entry input into the workflow system. Strategic priorities encompassed within the role include providing detailed review of documentation accuracy and quality, very strong written communication skills, out of box thinking and problem solving, as well as risk mitigation practices and procedures.

What will you do?

• A comparative review of the application submitted vs the data entry completion in the workflow system, correcting/noting as applicable any divergences per our documented process requirements.
• Reviewing and determining the client eligibility for Temporary and Conditional (TIA/CIA) insurance, including processing policy payments for TIA/CIA eligible clients via banking info or credit card info, creating and sending formal communications to clients and sales regarding TIA/CIA ineligibility, and facilitating refund processes when necessary.
• Complete a prior policy search using the clients provided data. Report any previous policies found to the Underwriter for review.
• Ability to change and adapt as the portfolio of products are newly developed and/or updated.
• Maintain strong quality of output according to the defined processes as determined through audits.
• Track and maintain inventory of completed work and decisions.
• Build and maintain relationships with partners within New Business Operations team and with our internal and external sales partners.
• Excellent written communication skills for both email and formal letters.

What will you need to succeed?

• Documented experience and ability to follow outlined processes and procedures.
• Experience in working within a varying array of applications (ie. standard business applications such as Microsoft Office Suite, and experience using proprietary processing software).
• Effective communication skills, both written and verbal.
• Proven ability of high value output while meeting key performance metrics: Productivity, Quality and TAT (turn-around-time).
• A team player, contributing not only to achieve personal goals, but also those of the team and department.
• Innovation and Initiative - looking for ways to identify, develop and promote improvements.

What's in it for you?

• A Total Rewards program that includes flexible benefits, work/life balance, career development programs, as well as investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you will need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity

Job Skills

Client Centricity, Computer Literacy, Customer Needs, Detail Oriented Team Player (Inactive), Group Problem Solving, Insurance Operations, Microsoft Office, Office Administration, Prioritization, System Applications, Task-Oriented, Time-Oriented, Written Communication

Additional Job Details

Address: 50 TACOMA DR:HALIFAX

City: Halifax

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-16

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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.