2026 Insurance, Fall Sales Support (4-16 months)

RBC•Montreal, QC

11d

About The Position

RBC Insurance, through its operating entities, provides a wide range of travel, life, health, home, auto, wealth and insurance products and solutions. Also, it offers creditor and business reinsurance services to both individual and group clients. We are one of the largest insurance companies within a Canadian bank and among the fastest growing insurance organizations in the country. RBC Insurance employs more than 3,200 employees around the globe and is the brand name for the insurance operating entities of Royal Bank of Canada. Your application will be reviewed for consideration across multiple positions with responsibilities aligned to those described in this job posting. What is the opportunity? We are seeking fall co-ops across several Sales Support roles (including but not limited to the following: Claims Initiative Specialist, Customer Service Representative, Sales Operation, Sales & Distribution, etc.). Be part of a professional and tenured Insurance sales team where your knowledge will grow within the months that you will be with us. Tasks will be varied and challenging. Anything from calling Advisors to running insurance illustrations and reports. Your fresh outlook and skills will be a welcome addition to the region. What will you do? Performing research and providing answers for customer generated inquiries. Contributing to defined projects or tasks under direct supervision. Documenting processes or upgrading existing procedure manuals. Developing product or service knowledge and competence in tools and business processes used in the department. Client correspondence, conducting telephone personal contacts (TPC’s), emails Caseload reassignments, and distributing follow-up reports to the Claims Specialists Updating all systems with caseload changes and follow-up dates Reviewing files for existing offsets and pursuing offsets, as required Calling in regards to policies that have been issued but not settled. Courtesy calls to Advisors Helping to create newsletters Run Illustrations and analyze Run reports to assist with sales Attending webinars and making follow up calls

Requirements

Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Working towards a Bachelor or Master’s degree in finance, Business Administration, Economics, CFA, or other related field
Strong personal skills and the ability to work effectively independently and within a team environment
Professional written and verbal communication skills
Good analytical, communication and problem solving skills
Highly organized with good attention to detail and very high level of accuracy
Ability to prioritize, handle multiple tasks under pressure and meet time-sensitive deadlines
Ability to think critically and “outside the box”

Nice To Haves

Knowledge and an understanding of business administration
Proficient in the full suite of Microsoft Products, including Excel (including using Excel as a tool for financial analysis) Word, PowerPoint
Previous experience working with a Financial/Insurance Institution

Responsibilities

Performing research and providing answers for customer generated inquiries.
Contributing to defined projects or tasks under direct supervision.
Documenting processes or upgrading existing procedure manuals.
Developing product or service knowledge and competence in tools and business processes used in the department.
Client correspondence, conducting telephone personal contacts (TPC’s), emails
Caseload reassignments, and distributing follow-up reports to the Claims Specialists
Updating all systems with caseload changes and follow-up dates
Reviewing files for existing offsets and pursuing offsets, as required
Calling in regards to policies that have been issued but not settled.
Courtesy calls to Advisors
Helping to create newsletters
Run Illustrations and analyze
Run reports to assist with sales
Attending webinars and making follow up calls

Benefits

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
RBC Insurance is an organization that succeeds by bringing out the best in its people.
You’ll be part of a supportive, inclusive team that shares common values – including a fundamental respect for each other.
At the heart of this is a commitment to diversity.
RBC respects and responds to the many competing and evolving priorities in our lives – so you can focus on what you can do best – putting clients first.