Senior Client Relationship Specialist
City : MISSISSAUGA, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
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?
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 SkillsConflict 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
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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