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Senior Client Relationship Specialist

RBC

RBC

Customer Service
CAD 56k-79,999 / year
Posted on May 9, 2025

Job Summary

Job Description

We are actively recruiting out of Calgary, Edmonton and Vancouver

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?

Must have

  • Group Health and Dental knowledge

  • Valid 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

  • Minimum of 2 years in the employee benefit service industry

  • Fluency in languages other than English is considered an advantage.

  • System knowledge – Salesforce.com, Content Manager, Microsoft Office, Group Portal, etc

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 business and career

  • Flexible work/life balance options

  • Sophisticated RBCI software tools to boost your productivity and grow your business

The expected salary range for the above position is $56,000 - $79,999 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-Based Customer Servicing

Additional Job Details

Address:

2985 VIRTUAL WAY, SUITE 302:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-06

Application Deadline:

2025-06-06

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

Inclusion and Equal Opportunity Employment

At 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.