Senior Client Relationship Specialist

RBC • Vancouver, BC

4d • CA$55,000 - CA$90,000 • Remote

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.

Benefits

• Bonuses
• Flexible benefits
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed