Senior Client Relationship Specialist

2 weeks ago

Calgary, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Special Conditions

*Please note, this role is located in Calgary, Alberta. We will not be accepting applications from other Provinces.

What is the opportunity?

You will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation of new business through client strategy.

What will you do?

  • Identify cross-selling opportunities and provide superior service in order to achieve regional sales targets as well as promoting group block retention and persistency rates within the Region
  • Accountable to resolve client/advisors inquiries by determining appropriate action for complex issues, both internally and externally, with minimal management involvement, in addition to proactively recommend solutions and ideas when resolving problems
  • Establish relationships with producers and group plan administrators
  • Assist Sales Consultant with identifying opportunities for additional premium, participating in advisor meetings, preparing documents, ordering reports, etc.
  • Process termination of policies, transfer of Agent of Record, plan design changes, legal name changes, billing etc.
  • Maintain accurate producer contact information through Salesforce.com and Licensing and Compensation

What will you need to succeed?

Must have

  • -Group Health and Dental knowledge
  • Valid Alberta driver’s license and insured vehicle
  • Proven oral and written communication skills
  • Excellent time management
  • Account management and problem resolution skills
  • Excellent presentation skills

Nice to have

  • Product knowledge for all Group lines of business is preferred
  • Minimum of 4 years in the employee benefit service industry
  • System knowledge – Salesforce.com, Content Manager, Microsoft Office, Group Portal, etc

What’s in it for you?

  • A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
  • Competitive pay and high-earning potential
  • All the tools, training, and team support you need to grow your business and career
  • Flexible work/life balance options
  • Sophisticated RBCI software tools to boost your productivity and grow your business

 

RBC Insurance is an organization that succeeds by bringing out the best in its people. You’ll be part of a supportive, inclusive team that shares common values – including a fundamental respect for each other. At the heart of this is a commitment to diversity. RBC respects and responds to the many competing and evolving priorities in our lives – so you can focus on what you can do best – putting clients first.

Job Skills

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone-Based Customer Servicing

Additional Job Details

Address:

5222 130 AVE SE:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-19

Application Deadline:

2024-05-24

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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