Insurance Client Solutions Specialist

3 days ago


Montreal, Quebec, Canada Royal Bank of Canada Full time

Royal Bank of Canada is seeking a skilled Insurance Client Solutions Specialist to join its team. This is a full-time salaried position with an estimated salary range of $55,000 - $65,000 per year, depending on location and experience.

Job Description

This role involves interacting with clients over the phone, providing insurance advice and solutions based on their individual needs. The successful candidate will strive to constantly improve functions, taking a client-focused approach to effectively process client requests and provide advice and service solutions where appropriate regarding their credit insurance coverage on loans, lines of credit, mortgages, and business loans.

The Insurance Client Solutions Specialist will retain customers by showing them the benefits and features of keeping their coverages. Providing superior customer service, building rapport, and gaining clients' confidence are critical to success in this role.

Responsibilities
  • Handle inbound calls and meet customer expectations by providing them with information, understanding their needs, offering value-added solutions, seeking business opportunities, and taking personal initiative to resolve their problems.
  • Secure new business and/or retain existing business.
  • Ensure customers receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally).
  • Take ownership of client concerns, building ownership and accountability at first point of contact through client-focused behaviors, ensuring, when necessary, the escalation process is followed.
  • Process applicable paperwork for clients, ensuring accuracy and completeness of information.
  • Meet monthly sales and retention goals.
Requirements

To be successful in this role, the Insurance Client Solutions Specialist must have:

  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
  • Solid aptitude for listening, establishing rapport, and finding the right solutions for customers.
  • Strong attention to detail and problem-resolution skills.
  • Ability to navigate between multiple systems.
  • Flexibility to work a variety of shifts as our Centre is open Monday to Friday 8:00 am to 8:00 pm in order to better help our clients.
Benefits

We offer a comprehensive total rewards package including flexible benefits, competitive compensation, and stock options. Our team thrives 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.

Why Join Us?

At Royal Bank of Canada, we care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. We believe in creating a supportive, inclusive team that shares common values – including a fundamental respect for each other.



  • Montreal, Quebec, Canada RBC Full time

    About the OpportunityThe Insurance Solutions Specialist will be responsible for interacting with clients over the phone to provide personalized insurance advice and solutions based on their individual needs. This role requires a client-focused approach to effectively process client requests and provide advice and service solutions where appropriate regarding...


  • Montreal, Quebec, Canada Ontario Teachers Insurance Plan Full time

    Job SummaryThis is an exciting opportunity to join the Ontario Teachers Insurance Plan (OTIP) Group of Companies as a Broker Customer Support expert, focusing on high-value client relations. As a key member of our team, you will be responsible for building strong, lasting relationships with our exclusive VIP accounts and delivering tailored insurance...

  • Insurance Advisor

    3 days ago


    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Discover a fulfilling career with Royal Bank of Canada as an Insurance Advisor, where you will play a vital role in providing personalized insurance solutions to our clients. With a strong focus on customer service and a passion for building long-lasting relationships, you will be the trusted advisor that our clients turn to for all their insurance...


  • Montreal, Quebec, Canada Westland Insurance Group Ltd. Full time

    Unlock New Opportunities in InsuranceWe are seeking a highly motivated Insurance Business Growth Specialist to join our team at Westland Insurance Group Ltd. in Montreal, QC.This exciting role offers a salary of approximately $90,000 per year, commensurate with experience, plus benefits and opportunities for professional growth.About the RoleAs an Insurance...


  • Montreal, Quebec, Canada Echelon Insurance Full time

    Echelon Insurance, a member of the CAA Club Group of Companies, offers a professional environment that champions collaboration and growth to drive success. We cultivate a great working dynamic to deliver what is best for our associates, Brokers, and Customers.Our team provides Personal Lines Insurance solutions to protect Canadian families and businesses...

  • Insurance Advisor

    3 weeks ago


    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    A career as an Insurance Advisor in the National Bank team means acting as a customer service specialist for our numerous clients. Through your customer service skills, experience in personal insurance, and knowledge of insurance products, you will have a positive impact on the client experience, profitability, and retention.Key ResponsibilitiesPrioritize...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    Discover a fulfilling career as an Insurance Client Success Specialist with Sun Life Financial. This exciting role offers the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world.The ideal candidate will possess excellent verbal and written communication skills, with the ability to build credibility...


  • Montreal, Quebec, Canada Recrute Action Full time

    Company Overview:We are a leading insurance provider dedicated to delivering exceptional customer experiences. Our team is passionate about helping individuals find the right insurance solutions for their unique needs.Salary:Our competitive annual salary ranges from $52,000, with opportunities for bonus incentives. We also offer a comprehensive benefits...


  • Montreal, Quebec, Canada National Bank Full time

    OverviewThe National Bank offers a dynamic work environment where you can grow and develop your skills as a Insurance Client Service Specialist. Our team values passionate people and bold ideas.


  • Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team as an Insurance Solutions Specialist. As a key member of our customer-facing department, you will be responsible for providing exceptional service to clients and helping them protect their assets with tailored insurance solutions.Key Responsibilities:Take calls...


  • Montreal, Quebec, Canada National Bank Full time

    Are you a customer-focused individual with excellent communication skills and experience in an advisory role? Do you have a passion for helping others and building strong relationships?We are seeking a Customer Service Specialist to join our team at the National Bank. As a key member of our Insurance Services group, you will play a crucial role in providing...


  • Montreal, Quebec, Canada Medavie Blue Cross Full time

    Corporate Account Executive OpportunityWe are seeking a highly skilled Insurance Sales and Client Retention Specialist to join our team. This is a fantastic opportunity to grow your career in the insurance industry while making a real difference in the lives of Canadians.About UsMoved by a shared purpose to improve the wellbeing of Canadians, Medavie Blue...


  • Montreal, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a highly skilled Customer Service Specialist to join our team at National Bank. As a key member of our customer-facing team, you will be responsible for providing exceptional service to clients, ensuring their needs are met and exceeded.About the RoleThis is a full-time position with a 37.5 hour workweek. You will be working in a...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job OverviewThe Royal Bank of Canada is seeking a highly skilled Insurance Solutions Advisor to join our team. As an experienced insurance professional, you will play a crucial role in providing exceptional customer service and delivering personalized insurance solutions to clients.

  • Insurance Advisor

    4 weeks ago


    Montreal, Quebec, Canada National Bank Full time

    Unlock your potential as an Insurance Advisor at National Bank, where you'll play a vital role in building strong relationships with clients and providing personalized insurance solutions to protect their assets.About the Role:We're seeking a highly skilled and empathetic advisor to join our team, responsible for taking calls from clients, identifying their...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Insurance Career SpecialistWe are seeking an experienced Insurance Advisor to join our team at Banque Nationale du Canada. This role offers a unique opportunity for personal growth, development, and customer service excellence in the insurance industry.About the Role:As an Insurance Advisor, you will play a key role in providing exceptional customer service...


  • Montreal, Quebec, Canada Zurich Australian Insurance Ltd. Full time

    At Zurich Canada, we are committed to delivering exceptional service and claims management to our clients. As a Senior Claims Specialist, you will play a key role in achieving this goal.About the RoleThis is an exciting opportunity for a skilled insurance professional to join our team in Montreal. You will be responsible for managing complex liability claims...


  • Montreal, Quebec, Canada Ontario Teachers Insurance Plan Full time

    Job SummaryWe are seeking an experienced Insurance Relationship Manager to join our team. This role will be responsible for building strong, lasting relationships with high-value clients and strategic accounts, providing tailored insurance solutions that meet their specific needs.Key ResponsibilitiesBe the primary point of contact for our exclusive VIP...


  • Montreal, Quebec, Canada Manulife Insurance Malaysia Full time

    Unlock Your Potential in a Rewarding CareerWe are seeking an experienced Insurance Sales Professional to join our team at Manulife Insurance Malaysia. As an Internal Wholesaler, you will play a crucial role in promoting client-centric solutions that increase individual life and living benefit insurance sales.About the Role:Key Responsibilities:Proactively...


  • Montreal, Quebec, Canada LGI Healthcare Solutions Full time

    LGI Healthcare Solutions is a leading provider of technological software solutions for the healthcare network with 40 years of expertise.We specialize in clinical, financial and material management, performance analysis, and workforce management including payroll.As a Healthcare Solutions Specialist, you will be responsible for:Developing and implementing...