RBC
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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.
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
7-10 years of experience in group insurance, underwriting support, or a related client relationship management field
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
Proficiency in Microsoft Systems and Applications (e.g., Excel, Word, Outlook), with the ability to efficiently manage data, documentation, and workflow
Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.
Working with an award-winning team Awards | RBC Diversity & Inclusion
A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
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
Job Skills
Client Relations, Collaborating, Communication, Customer Service, Leadership, Relationship ManagementAdditional Job Details
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Originally posted on Himalayas