Job Description

What is the opportunity?

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.

What will you do?

• 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• 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

What’s in it for you?

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, Client Relationship Management, Client Satisfaction, Communication, Customer Service, Leadership, Multitasking, Prioritization, Relationship Building, Time Management

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-26

Application Deadline:

2026-02-09

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

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.