Group Insurance Client Support Specialist

2 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time

About the Role:

The Group Insurance Client Support Specialist 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.

Key Responsibilities:

  • 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 recommendations and obtain necessary approvals for underwriting decisions to be made. Guiding changes from proposal to submission through collaborating with underwriting and sales representatives.

Requirements:

  • 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 teams and independently.
  • Excellent organizational skills, initiative, and proactive.
  • Strong negotiation skills, impact, and influence, analytical thinking.
  • Good knowledge of Microsoft Suite and capability to learn new systems quickly.
  • Strong computer skills – Microsoft Office and Salesforce.com.

What's in it for you?

  • 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 build close relationships with clients.

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