Client Relationship Manager

7 days ago

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

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.

Key Responsibilities

  • Resolve client and advisor inquiries by determining appropriate action for complex issues, both internally and externally, with minimal management involvement, in addition to proactively recommending solutions and ideas when resolving problems.
  • Establish relationships with producers and group plan administrators.
  • Process plan changes, termination of policies, transfer of AOR, plan design changes, legal name changes, billing, etc.
  • Provide client and advisor education and training on product, product information, and RBC Systems.
  • Maintain accurate producer contact information through SFDC.
  • Take personal responsibility for maintaining awareness and acting in accordance with RBC risk management policies and procedures.
  • Drive efficient process improvements consistently.

Requirements

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.

Job Skills

Additional Job Details

Royal Bank of Canada is a leading financial institution that offers a range of insurance products and services. As a Client Relationship Specialist, you will play a key role in building and maintaining relationships with clients and producers, providing exceptional service and support to ensure their needs are met.

As a Client Relationship Specialist, you will have the opportunity to work in a dynamic and collaborative team environment, where you will be challenged to grow and develop your skills and knowledge. You will have access to a variety of job opportunities across businesses and geographies, and will be part of a financial institution with a strong brand and financial strength.

We are 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. Details to be discussed with Hiring Manager.

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