Senior Client Services Operations Representative
RBC Capital
Job Summary
Job Description
What is the opportunity?
As the Senior Client Services Operations Representative, you will have an advanced level of business knowledge and understanding of the Canadian life insurance industry. You will provide support and problem resolution to our clients with their life insurance policies.
What will you do?
•Review and management of change requests related to an individual’s life insurance policy
•Provide a superior and high quality customer service experience to our policyholders and other key relationships
•Take appropriate action on urgent and complex cases in accordance with the policy terms and company philosophy
•Write/amend routine correspondence to the insured providing policy details
•Proactively escalate any issues found in the process impacting clients and provide support to resolve in a timely manner
•Be agile and submit or support innovative ideas and process improvements to enhance the customer service experience
•Administer policies in adherence to operating and procedural manuals
•Act as an SME for the team as and when required
What do you need to succeed?
Must-have
• Minimum 3 years of experience preferred in management of Universal Life policies
•Post Secondary, college/university or equivalent
•Excellent interpersonal abilities to enable effective interaction & communication (oral and written) with policyholders and other insurance/medical/legal professionals
•Growth mindset with strong analytical and decision making skills
•Ability to multitask and balance multiple goals and priorities
Nice to Have
•Working knowledge of various systems (CAPSIL, Ingenium, LifeSuite, Fineos, etc.)
•ICA, LOMA, and/or ACS
•Bilingual in English and French is an asset
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
•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
RBC is an organization that succeeds by bringing out the best in its people. You’ll be part of a supportive, inclusive team that shares common values – including a fundamental respect for each other. At the heart of this is a commitment to diversity. RBC respects and responds to the many competing and evolving priorities in our lives – so you can focus on what you can do best – putting clients first.
Job Skills
Active Learning, Adaptability, Communication, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Product ServicesAdditional Job Details
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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.