Client Relationship Specialist
Job Summary
Job Description
What is the opportunity?
As a 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.
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
What’s 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
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.
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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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