New Business Case Coordinator
Job Summary
Job Description
What is the opportunity?
If you like to develop and work in collaborative relationships, possess a high degree of professionalism and are up for the challenge of managing a changing caseload volume, then this role is for you.
As a New Business Case Coordinator you will manage cases for life and/or living benefit new business applications by ensuring all requirements to assess the underwriting risk are obtained. You will provide pro-active updates to the MGA administrative or account contact.
What will you do?
• Act as the primary contact for external Account Administrators throughout the New Business and underwriting process. The Case Coordinator is responsible for setting and managing client expectations.
• Provide pro-active communications to the appropriate MGA Administrator or account contact detailing the status of all requirement activity
• Provide feedback and recommendations identifying trends/gaps and training opportunities, as it relates to the processing of the Life and Living Benefit new business application process
• Identify and resolve any case specific delays to ensure all necessary processing occurs within specified service level agreements
• Maintain up to date new business Underwriting Pro notes summarizing actions taken, inquiries received including emails and phone calls received and sent
What will you need to succeed?
Must have
• Minimum 1 to 2 years of insurance industry knowledge or experience
• Proven ability to proactively manage a high volume caseload while managing changing priorities
• Provide quality and effective communication to all clients, clear and concise
• Responsiveness to inquiries with sense of urgency
• Attention to detail
• Develop and maintain collaborative relationships with multiple internal and external partners
• High degree of professionalism coupled with the ability to handle pressure is a necessity
Nice to have
• LOMA, ACS
• College graduate
• New Business or relative experience
What's in it for you?
• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity
Job Skills
Active Learning, Communication, Critical Thinking, Customer Inquiries, Customer Service, Insurance Operations, Operational Delivery, Process Improvements, Time ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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