New Client Representative, Group Insurance

2 months ago

Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As the New Client Representative, Group Insurance, you will be the primary contact for Advisors, Sales Representatives and internal partners providing superior sales implementation support and service during the submission process of new client business and adding a new product for existing clients. Must proactively gather all submission document information ensuring all necessary clarification and approvals as well as resolving any outstanding questions prior to the final submission.

**What will you do?**
- Manage all new case and add a new product submissions requests from Sales Representatives, Advisors and Group Service Representatives
- Inform, encourage and share best practices with our Advisors, Sales Representatives and Group Service Representatives to assist in achieving plan effective dates and delivery of new case materials.
- Integrate a Proactive Sales Culture into all interactions with Sales Representatives, Advisors, Clients and other internal/external partners. Respond to all calls within a 24 hour period. Ensure all details are submitted with the highest level of accuracy and completeness. Take ownership and accountability in resolving inquiries and issues and look to help achieve new business sales targets. Act as the driver to move new business through the submission process ensuring the delivery of new case materials in a timely manner.
- Demonstrate engagement through participation in 1x1 coaching, team meetings, huddles, training, contribution to employee opinion survey action plans and process improvement activities
- Client relations and problem resolution skills and ability to collaborate with partners to move submissions forward and obtaining necessary approvals when required.
- Make recommendation and obtain necessary approvals for underwriting decisions to be made. Guiding changes from proposal to submission through collaborating with underwriting and sales representatives.

**What do you need to succeed?**

**Must-have**
- Required: Post-secondary and/or applicable work/insurance experience
- Client relations and problem resolution skills and ability to collaborate with partners
- Ability to work well with diverse team and independently
- Excellent organizational skills, Initiative & Proactive
- Strong negotiation skills, Impact and Influence, analytical thinking
- Good knowledge of Microsoft Suite and capability to learn new systems quickly

**Nice-to-have**
Knowledge of the Group Insurance industry is an asset

**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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture- Enables collective achievement of our strategic goals- Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

**Additional Job Details**

**Address**:
2985 VIRTUAL WAY, SUITE 302:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
INSURANCE

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-10-10

**Application Deadline**:
2024-11-30

**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.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Auto Insurance Agent Client Services Representative

    2 months ago

    Vancouver, Canada Buntain Insurance Group of Companies Full time

    **Buntain Insurance** is looking for motivated, organized individuals with strong communication skills to join our team! At Buntain Insurance Group of Companies, we offer a friendly, supportive work environment where you’ll have the freedom to work independently with plenty of support**.** We value your growth as an insurance professional and provide...

  • Risk Management Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Ecclesiastical Insurance Group Full time

    About the Role:Ecclesiastical Insurance, a leading specialist insurance company and part of the Benefact Group, is seeking an experienced Risk Control Specialist to join its National Risk Control Team in Vancouver.The successful candidate will identify potential risks and develop strategies to control and reduce them, ensuring the health and safety of...

  • Client Services Representative

    6 months ago

    Vancouver, Canada BUNTAIN INSURANCE AGENCIES Full time

    At Buntain Insurance Group of Companies we provide a friendly, supportive team environment, where you will be given the freedom to _work_ independently with support and accountability for meeting and exceeding your daily tasks and career goals. We are highly focused on your education and growth as an insurance professional by offering you opportunities to...

  • Client Service Representative

    6 months ago

    Vancouver, Canada People Corporation Full time

    We are seeking a Client Service Representative to join our Granville West Group team in Vancouver. This is a hybrid role, with 3 days per week in office and 2 days per week remote. The Client Service Representative will be a part of a dynamic team that provides an exceptional client experience for Group Insurance clients. In this role, you will be...

  • Account Associate, Private Client Group

    6 months ago

    Vancouver, Canada PLATFORM Insurance Full time

    **How you will Impact PLATFORM** **How you will be Successful** - Ensure PLATFORM’s quality of service standards is always upheld with clients - Prepare and review client documentation including renewal reports - Quote and bind coverages for new and existing clients - Process changes on partner portals - Seek ways to upgrade insurance market knowledge,...

  • Insurance Expert Lead

    5 hours ago

    Vancouver, British Columbia, Canada Westland Insurance Group Ltd. Full time

    Company OverviewWestland Insurance Group Ltd. is a leading insurance provider in Vancouver, BC, dedicated to delivering exceptional client service and promoting community growth.Compensation PackageWe offer a competitive salary range of $80,000 - $110,000 per year, depending on experience.About the RoleThe Senior Insurance Advisor will play a key role in...

  • Insurance Advisor

    1 month ago

    Vancouver, Canada Westland Insurance Full time

    Vancouver (Arbutus), BC, 2110 Lahb Ave, Vancouver, British Columbia, Canada Req #3540 Wednesday, November 6, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Arbutus office in Vancouver, BC. Do you love to talk about...

  • Insurance Advisor/ Customer Services

    2 weeks ago

    North Vancouver, Canada Westland Insurance Group Ltd. Full time

    p>We’re searching for an Insurance Advisor. p>Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Lonsdale office in North Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? We are looking for a career-minded individual who is focused on growing their insurance industry...

  • Group Service Representative

    2 days ago

    Vancouver, Canada Desjardins Full time

    As a Group service representative, you help build, serve and maintain business relationships with members and clients.You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.You help analyze member/client needs and develop and implement...

  • Commercial Insurance Advisor

    3 months ago

    Vancouver, Canada AMC Insurance Full time

    **Commercial Insurance Advisor** **Salary: $70,000.00-$90,000.00 per year** **Location 1**:Vancouver Office - 593 W 57th Ave, Vancouver, BC V6P 1R8 **Location 2**:Surrey Head Office - 120 - 12888 80th Ave. Surrey, BC, V3W 3A8 **Location 3**:Brunette Office - 552 Clarke Rd #404, Coquitlam, BC V3J 3X5 **We are Proud to Offer**: - We promote work-life...

  • Analyst, Group Benefits

    6 months ago

    Vancouver, Canada Waypoint Insurance Full time

    Position Summary Reporting to the Senior Consultant, Group Benefits, the Analyst partners with our Consultants for the complete employee benefits cycle, including plan design, benchmarking, market surveys, experience monitoring and renewal rating. This role also assists our Dehoney Administrative Services (DAS) Team with the preparation of total...

  • Insurance Advisor

    6 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Vancouver, BC office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Insurance Solutions Expert

    4 weeks ago

    Vancouver, British Columbia, Canada Western Coast Insurance Services Full time

    About Western Coast Insurance ServicesWe are one of Canada's largest insurance providers, operating over 220 locations across the country. Our team of more than 2,100 dedicated professionals is committed to delivering exceptional service and expertise to our customers.Financial Services Specialist - LifeThis role is part of our Financial Services department,...

  • Commercial Insurance Manager

    1 week ago

    West Vancouver, Canada Westland Insurance Group Ltd. Full time

    We’re searching for a Commercial Insurance Manager .Are you searching for new possibilities?Westland Insurance Group Ltd. has an exciting opportunity for a Commercial Insurance Manager at our Vancouver, BC office. This is an exciting opportunity to work for our Front Row team. Front Row is an entertainment broker that specializes in insuring: Feature...

  • Building Insurance Advisor

    2 weeks ago

    Vancouver, Canada Westland Insurance Group Ltd. Full time

    p>We’re searching for a Senior Insurance Advisor. p>Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Point Grey office in Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? We are looking for a career-minded individual who is focused on growing their insurance...

  • Client Service Associate

    2 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 Job posting is for Investment Representative, however, we will also be open to hiring Registered Representative Licensed Indivduals. Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to...

  • Vancouver Sales Representative

    4 weeks ago

    Vancouver, British Columbia, Canada OpenRoad Auto Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Vancouver Sales Representative to join our team at OpenRoad Auto Group. As a sales representative, you will play a key role in building and maintaining relationships with customers, identifying their vehicle needs, and delivering exceptional customer service.The ideal candidate will have...

  • Insurance Advisor

    2 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    Vancouver Point Grey, BC We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Vancouver Point Grey office, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for...

  • Insurance Underwriting Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada The Mirillion Group Full time

    We are seeking a skilled Insurance Underwriting Specialist to join The Mirillion Group in Vancouver. As an experienced Personal Lines underwriter, you will play a critical role in assessing and underwriting insurance risks for our clients.About the RoleAs an Insurance Underwriting Specialist, your primary responsibility will be to evaluate and underwrite...

  • Regional Sales Representative, Insurance

    1 month ago

    Vancouver, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **_Regional Sales Representative_** As a Regional Sales Representative, you’ll work closely with the Regional Sales Manager and sales support and operations teams to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life. **What you will do**: - Deliver bottom...