Senior Client Relationship Specialist - Group Benefits

Job Description What is the opportunity? As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post-sales activities, complex contractual and plan design inquiries, and the installation of new business through client strategy. You will play a critical role in driving client satisfaction, retention, and revenue growth within the region. What will you do? Identify cross-selling opportunities and deliver exceptional service to achieve regional sales targets while promoting group block retention and persistency rates. Independently address client and advisor inquiries, determining appropriate actions for complex issues with minimal management involvement. Proactively recommend solutions to enhance problem resolution. Establish and maintain strong relationships with producers, group plan administrators, and advisors to foster collaboration and trust. Assist Sales Consultants in identifying opportunities for premium growth, including participating in advisor meetings, delivering compelling presentations, preparing documents, and coordinating reports. Process client requests for policy terminations, Agent of Record transfers, plan design changes, legal name updates, billing adjustments, and other administrative tasks. Conduct in-person and virtual (e.g., Webex) meetings with plan administrators and brokers to strengthen relationships and address needs. Ensure accurate producer contact information and records in Salesforce.com, Licensing, and Compensation systems. What will you need to succeed? Must Have: Strong knowledge of Group Health and Dental products. Proven oral and written communication skills. Excellent time management and organizational abilities. Demonstrated account management and problem-resolution skills. Confidence and proficiency in delivering presentations. Nice to Have: Comprehensive product knowledge across all Group lines of business, including Disability and Individual Insurance. Minimum of 2 years of experience in the employee benefits service industry. Proficiency in systems such as Salesforce.com, Content Manager, Microsoft Office, and Group Portal. Professional designations such as GBA (Group Benefits Associate) or CEBS (Certified Employee Benefit Specialist). Valid BC driver’s license and insured vehicle 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 comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Access to a variety of job opportunities across business and geographies RBCI software tools to boost your productivity The expected salary range for the above position is $55,000 - $90,000 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 Customer Service Additional Job Details Address: 2925 VIRTUAL WAY:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: INSURANCE Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-11 Application Deadline: 2026-09-05 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

Serve as the primary contact for account management, focusing on post-sales activities, plan design inquiries, and new business installation. Drive client satisfaction and revenue growth by identifying cross-selling opportunities and maintaining strong relationships with advisors and administrators.

Requires strong knowledge of Group Health and Dental products and proven account management and communication skills. A minimum of 2 years of experience in employee benefits and proficiency in Salesforce is preferred.

• Bonuses • Flexible Benefits • Competitive Compensation • Coaching and Development

• Time managementPreferred
• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Account Management
• Group Health and Dental Products
• Oral Communication
• Written Communication
• Time Management
• Organizational Abilities
• Problem Resolution
• Presentation Skills
• Salesforce.com
• Customer Service
• Conflict Management
• Client Relationship Management

• Customer Service & Support
• Finance & Accounting
• Sales
• Management & Leadership
• Administrative

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Sep 11, 2026

Posting language

English

Working hours

38 hours per week

Seniority

Not Applicable