Insurance Client Solutions Specialist
3 days ago
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 DescriptionThis 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.
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.
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.
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