• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs • Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building. • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals • Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence • Regularly review individual business results and adjust activities as required to meet established targets • Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

• Play a critical leadership role in supporting and overseeing Safety National’s ceded reinsurance placement and analysis in partnership with the Treaty Committee. • Collaborate with underwriting, actuarial, accounting, claims, brokers, and reinsurers to develop effective reinsurance solutions that protect the company’s financial strength while supporting strategic business objectives. • Lead the administration and implementation of complex reinsurance programs, oversee facultative placements, coordinate treaty renewals, and ensure accurate reporting and documentation across all ceded reinsurance activities. • Serve as a trusted subject matter expert, providing guidance to internal business partners, fostering strong relationships with brokers and reinsurers, and driving process improvements through reporting standardization and system enhancements.

• Perform various duties to ensure accurate and timely reporting with annuity reinsurers • Prepare journal entries and required settlement reporting for annuity reinsurance treaties • Participate in many aspects of annuity reinsurance accounting and reporting • Prepare accounting/reporting entries and settlement reports for annuity treaties • Partner with various areas to implement new reinsurance treaties / amendments • Perform timely and accurate reconciliation of reinsurance accounts • Assist with internal, external, and reinsurer audits • Maintain key stroke level standard operating procedures • Assist with ad hoc requests, special projects and other duties as assigned

• Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies. • Assist our broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support. • Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow. • Carefully review new billing contract data and audit files to ensure they meet our strict internal guidelines and process standards. • Recommend process improvements to streamline how we work with financing companies and improve the overall customer journey. • Monitor Slack alerts, schedule automated client messaging, and jump into clean-up projects to keep our data accurate and reliable.