Senior Client Relationship Specialist - Group Benefits

Job Description

What is the opportunity?
As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post-sales activities, complex contractual and plan design inquiries, and the installation of new business through client strategy. You will play a critical role in driving client satisfaction, retention, and revenue growth within the region.

What will you do?

• Identify cross-selling opportunities and deliver exceptional service to achieve regional sales targets while promoting group block retention and persistency rates.

• Independently address client and advisor inquiries, determining appropriate actions for complex issues with minimal management involvement. Proactively recommend solutions to enhance problem resolution.

• Establish and maintain strong relationships with producers, group plan administrators, and advisors to foster collaboration and trust.

• Assist Sales Consultants in identifying opportunities for premium growth, including participating in advisor meetings, delivering compelling presentations, preparing documents, and coordinating reports.

• Process client requests for policy terminations, Agent of Record transfers, plan design changes, legal name updates, billing adjustments, and other administrative tasks.

• Conduct in-person and virtual (e.g., Webex) meetings with plan administrators and brokers to strengthen relationships and address needs.

• Ensure accurate producer contact information and records in Salesforce.com, Licensing, and Compensation systems.

What will you need to succeed?
Must Have:

• Strong knowledge of Group Health and Dental products.

• Proven oral and written communication skills.

• Excellent time management and organizational abilities.

• Demonstrated account management and problem-resolution skills.

• Confidence and proficiency in delivering presentations.

Nice to Have:

• Comprehensive product knowledge across all Group lines of business, including Disability and Individual Insurance.

• Minimum of 2 years of experience in the employee benefits service industry.

• Proficiency in systems such as Salesforce.com, Content Manager, Microsoft Office, and Group Portal.

• Professional designations such as GBA (Group Benefits Associate) or CEBS (Certified Employee Benefit Specialist).

• Valid BC driver’s license and insured vehicle

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Access to a variety of job opportunities across business and geographies

• RBCI software tools to boost your productivity

The expected salary range for the above position is $55,000 - $90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture

• Enables collective achievement of our strategic goals

• Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address:

2925 VIRTUAL WAY:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-11

Application Deadline:

2026-09-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.