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Client Relationship Manager

1 month 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.

What will you do?

  • Taking accountability for resolving client / advisors inquiries by determining appropriate action for complex issues, both internally and externally, with minimal management involvement, in addition to proactively recommends solutions and ideas when resolving problems
  • Establishing relationships with producers and group plan administrators
  • Processing plan changes, termination of policies, transfer of AOR, plan design changes, legal name changes, billing etc.
  • Providing client / advisor education and training on product, product information and RBC Systems
  • Maintaining accurate producer contact information through SFDC
  • Taking personal responsibility for maintaining awareness and acting in accordance with RBC risk management policies and procedures
  • Driving efficient process improvements consistently

What do you need to succeed?

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 producers and group plan administrators, providing exceptional service and support to help them achieve their goals.

Key Responsibilities

  • Resolve client inquiries and provide solutions to complex issues
  • Establish and maintain relationships with producers and group plan administrators
  • Process plan changes, terminations, and other administrative tasks
  • Provide education and training on RBC Systems and products
  • Maintain accurate producer contact information
  • Drive process improvements and maintain awareness of RBC risk management policies

Requirements

  • Bilingualism (English and French) required
  • Excellent organization, time management, and problem-solving skills
  • Strong computer literacy skills and experience with SFDC
  • General insurance knowledge and product knowledge for all Group lines of business
  • Professional sales and client experience

What We Offer

We offer a dynamic and collaborative work environment, opportunities to do challenging work, and access to a variety of job opportunities across businesses and geographies. We are committed to supporting flexible work arrangements and offer a range of benefits and perks to support your well-being and success.