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
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)
Nice-to-have: CEBS Underwriting knowledge
Nice-to-have: Proficiency in Microsoft Systems and Applications (e.g., Excel, Word, Outlook), with the ability to efficiently manage data, documentation, and workflow

A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
Working with an award-winning team
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

Senior Implementation Specialist

Key skills