Financial Security Advisor, Client Care

Remote work available in the following provinces: Quebec, Ontario and New Brunswick.

As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and delivering a superior client experience by demonstrating effective root cause analysis. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provide advice and service solutions where appropriate.

What will you do?

• Provide a superior client experience, act as a “trusted advisor” in client conversations using effective client discovery, provide relevant insurance advice and solutions based on client need.
• Handle complex escalations for supported business areas and provides in the moment coaching to mitigate future problems and build employee capabilities.
• Identify root causes and recommend solutions to prevent similar issues from occurring in the future and increase problem resolutions at the first point of contact
• Partner with leaders to build leader, team and employee capabilities for problem resolution, product and underwriting knowledge.
• Create customized skill builds on complaint handling to address top issues and learning gaps for supported business areas.
• Leverage tools and resources to support advice driven discussions, maintains data integrity, documenting all relevant client services contacts and results and prepare and submit final decision letters to client as appropriate.
• Contribute to the achievement of the RBC Insurance overall client survey results focusing on call quality to differentiate the client experience where it matters most to the client.

What do you need to succeed?

Must-have

• Requires fluency in French and English to serve our clients in the community with English speaking needs
• Valid Insurance of persons license (LLQP)
• Experience in Life Insurance
• 3+ years’ experience in customer service
• Proven problem resolution competencies and strong oral & written communication skills
• Flexibility to work Monday – Friday between 8:00AM - 8:00PM

Nice-to-have

• Call centre 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Management that supports your work and progression
• Access to a variety of job opportunities across businesses and geographies

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

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone-Based Customer Servicing

Job Description

Job Summary

Job Description

Remote work available in the following provinces: Quebec, Ontario and New Brunswick.

As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and delivering a superior client experience by demonstrating effective root cause analysis. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provide advice and service solutions where appropriate.

What will you do?

• Provide a superior client experience, act as a “trusted advisor” in client conversations using effective client discovery, provide relevant insurance advice and solutions based on client need.
• Handle complex escalations for supported business areas and provides in the moment coaching to mitigate future problems and build employee capabilities.
• Identify root causes and recommend solutions to prevent similar issues from occurring in the future and increase problem resolutions at the first point of contact
• Partner with leaders to build leader, team and employee capabilities for problem resolution, product and underwriting knowledge.
• Create customized skill builds on complaint handling to address top issues and learning gaps for supported business areas.
• Leverage tools and resources to support advice driven discussions, maintains data integrity, documenting all relevant client services contacts and results and prepare and submit final decision letters to client as appropriate.
• Contribute to the achievement of the RBC Insurance overall client survey results focusing on call quality to differentiate the client experience where it matters most to the client.

What do you need to succeed?

Must-have

• Requires fluency in French and English to serve our clients in the community with English speaking needs
• Valid Insurance of persons license (LLQP)
• Experience in Life Insurance
• 3+ years’ experience in customer service
• Proven problem resolution competencies and strong oral & written communication skills
• Flexibility to work Monday – Friday between 8:00AM - 8:00PM

Nice-to-have

• Call centre 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Management that supports your work and progression
• Access to a variety of job opportunities across businesses and geographies

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

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone-Based Customer Servicing

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-04

Application Deadline:

2024-04-24

I nclusion 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.
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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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