Senior Client Relationship Specialist
Senior Client Relationship Specialist
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Job Description
Job Summary
Job Description
What is the opportunity
As a Senior Client Relationship Specialist you will be a key contact for account management including post sales activities complex contractual and plan design inquiries and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators by resolving problems and proactively recommending solutions
What will you do
Taking accountability for resolving client / advisors inquiries by determining appropriate action for complex issues both internally and externally with minimal management involvement in addition to proactively recommends solutions and ideas when resolving problems
Establishing relationships with producers and group plan administrators
Processing plan changes termination of policies transfer of AOR plan design changes legal name changes billing etc.
Providing client / advisor education and training on product product information and RBC Systems
Maintaining accurate producer contact information through SFDC
Taking personal responsibility for maintaining awareness and acting in accordance with RBC risk management policies and procedures
Driving efficient process improvements consistently
What do you need to succeed
Must-have
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.
Minimum of 2 years of customer service experience in insurance
Valid drivers license is required for occasional training purposes
Excellent Organization Skills
Resourcefulness
Excellent Time Management
Account Management and Problem Resolution skills
Strong computer literacy skills.
Nice-to-have
General Insurance knowledge
Product knowledge for all Group lines of business
Understanding of Group Insurance market
Professional sales and client experience
Whats in it for you
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.
Work in a dynamic collaborative progressive and high-performing team
Opportunities to do challenging work
Access to a variety of job opportunities across businesses and geographies
Financial strength and a strong brand
RBCI software tools to boost your productivity
RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space Internet connectivity etc.) Details to be discussed with Hiring Manager.
Job Skills
Customer Knowledge Customer Service Group Problem Solving Identifying Sales Opportunities Oral Communications Perseverance and Follow-Through Product Services Sales Activities Sales Support TeamworkAdditional Job Details
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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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Required Experience:
Senior IC
Employment Type
Full-Time
