Senior Client Relationship Specialist

Royal Bank of Canada•Edmonton, AB

4d•Onsite

About The Position

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.

Requirements

Strong knowledge of Group Health and Dental products.
Valid Alberta driver’s license and access to an insured vehicle.
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 Haves

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).

Responsibilities

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.