Senior Implementation Specialist

RBC • Montreal, QC

5d • Onsite

About The Position

This role offers a dynamic opportunity to lead the seamless on-boarding experience for large group cases (50+ lives) within RBC Group Insurance, ensuring exceptional client satisfaction through strategic project management and cross-functional collaboration. As the primary point of contact, you will drive the end-to-end implementation process—from gathering critical submission documents to coordinating with Underwriting, Client Services, Sales, and external partners—to resolve complexities and secure approvals before final submission. This position is ideal for a detail-oriented professional who thrives in fast-paced environments and is committed to delivering impactful results in a collaborative, service-driven culture.

Requirements

• 7-10 years of experience in group insurance, underwriting support, or a related client relationship management field
• Post secondary degree (Bachelor)
• Strong collaborative skills, with the ability to partner effectively with different teams (e.g., underwriters, sales, and operations) while managing competing priorities
• Meticulous attention to detail and a proactive problem-solving mindset to ensure accuracy in documentation, data entry, and process execution
• Balanced relationship-building skills, fostering trust and clear communication across cross-functional teams
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice To Haves

• Project management certification (PMI)
• CEBS
• Underwriting knowledge
• Proficiency in Microsoft Systems and Applications (e.g., Excel, Word, Outlook), with the ability to efficiently manage data, documentation, and workflow

Responsibilities

• Manage all new large case and new product submissions requests from Sales Consultant, Advisors and Client Relationship Specialist.
• Applies extensive in-depth knowledge, skills, and practices to perform complex assignments
• Work in partnership with regional offices, Regional VP and Sales Team to develop positive and effective business relationships with clients, 3rd party distribution and advisors across Canada.
• Work assignments involve moderately complex to complex issues, where advanced business acumen and/or an in-depth evaluation of variable factors, with limited guidance
• Provide best practices for new case and add a new product submission including gathering group master application, Advisor Compensation Form and census data.
• Demonstrates initiative and applies concepts, while exercising effective interpersonal, communication, training, and problem-solving skills to optimize each interaction with Sales Consultant, Advisors, Clients and other internal/external partners.
• Regularly exercises independent judgment on matters of significance within defined procedures to determine appropriate actions/approaches

Benefits

• flexible and modern benefits
• competitive compensation
• stock options
• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things.
• Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
• Flexible work arrangements and leaders who support your needs—both personal and professional.
• An opportunity to have real impact on the lives of our clients and the communities you serve.
• RBCI software tools to boost your productivity

What This Job Offers

• Job Type: Full-time
• Career Level: Senior