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
Requires fluency in French and English to serve our clients in the community with English speaking needs
Excellent Organization Skills
Resourcefulness
Product knowledge for all Group lines of business
Excellent Time Management
Account Management and Problem Resolution skills
Strong computer literacy skills.
Nice-to-have
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
About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization.
We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.
We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.
S. and 37 other countries.
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