Private Client Relationship Specialist

Royal Bank of Canada

Job title:

Private Client Relationship Specialist

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

As a Private Client Relationship Specialist, you will be responsible for building trusted relationships with HNW Home and Auto clients by providing ongoing service, renewal handling and claims support. You will also partner with Private Client Insurance Specialists to build and manage HNW client relationships that provide a one-of-a-kind customer experience with “Concierge Service” that fully protects their wealth, possessions and lifestyle. A unique role with RBC Insurance that has a large upside from a career perspective

What will you do?

Continuously building trusted relationships with HNW Home and Auto clients as client relationship manager

Effectively partner with Private Client Insurance Specialists to meet HNW client’s individual home and auto insurance needs by delivering extraordinary value to our clients. Identifying exposures, determining the appropriate solutions to those exposures and advising the customer with solutions that are best suited for them with the highest level of integrity.

Providing professional and prompt client service for new and existing clients through all processes after the sale is made including new business, service requests, appraisals, billing and claims handling

Renewing accounts, preparing renewal account summary, negotiations with underwriters for premium and preparing renewal package, deliver renewal package electronically to client and schedule a renewal review with client

Contributing to premium growth targets by up-selling and cross-selling new coverages and product lines

Assisting Private Client Insurance Specialists in preparing new business quotation proposals in a timely manner

Maintaining all accounts in accordance with Best Practices and assures timely processing of endorsements and renewals

What do you need to succeed?

Must-have

Minimum 5-7 years of P&C experience working with High Net worth clients

General Insurance License, Property & Casualty Insurance or RIBO license

Post-Secondary Education is preferred or related job experience

Passionate about client experience and committed to exceeding expectations

Strong verbal and written communication skills

Able to work in a fast-paced environment with exceptional time management and organizational skills

Nice-to-have

Strong knowledge of High Net Worth insurers would be a plus

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

Job Skills Competitive Markets, Customer Needs, Insurance Product Development, Interpersonal Relationship Management, Product Services, Sales, Sales Activities, Sales Proposals

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Insurance

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-01-09

Application Deadline: 2024-02-09

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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Expected salary

Location

Montreal, QC

Job date

Thu, 11 Jan 2024 00:55:41 GMT

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Job Location