Senior Client Relationship Specialist

Job title:

Senior Client Relationship Specialist

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

As a Senior Client Relationship Specialist, 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 Ontario 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.

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 career

Flexible work/life balance options

Sophisticated RBCI software tools to boost your

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: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City: MISSISSAUGA

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-01-30

Application Deadline: 2024-03-15

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

Mississauga, ON

Job date

Thu, 01 Feb 2024 06:41:32 GMT

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