Implementation Specialist Group Sales & Services

What is the opportunity?

As an Implementation specialist for our Group Sales & Services, you will be responsible for the successful on-boarding experience for large cases large cases that have full package and lives through effective client communication and project management. You will be leading implementation, gathering required information from client, Advisors, Sales Representatives, and internal partners while providing superior sales implementation support and service during the submission process of new client business and adding a new product for existing clients.  Proactively gathering all submission document information ensuring all necessary clarification and approvals as well as resolving any outstanding questions prior to the final submission.

What will you do?

•Managing all new case and new product submissions requests from Sales Representatives, Advisors and Group Service Representatives. Provide best practices for new case and add a new product submission including gathering master application, Advisor Compensation Form, and census data.  Informing, encouraging, and sharing best practices with our Advisors, Sales Representatives and Group Service Representatives to assist in achieving plan effective dates and delivery of new case materials.

•Integrating a Proactive Sales Culture into all interactions with Sales Representatives, Advisors, Clients, and other internal/external partners.  Respond to all calls within a 24-hour period.  Ensuring all details are submitted with the highest level of accuracy and completeness.  Take ownership and accountability in resolving inquiries and issues and look to help achieve new business sales targets. 

• Acting as the driver to move plan changes through ensuring the best client experience.

•Collaborating effectively with Sales Representatives, Advisors and Underwriters for an improved client experience and attend client and Advisor meetings as required. Provide best practices for quoting activity or installation meetings.

•Maintaining and update Salesforce.com.

•Demonstrating engagement through participation in 1x1 coaching, team meetings, huddles, training, contribution to employee opinion survey, action plans and process improvement activities.

•Leading after sale activities, including plan design and next steps and ensures NCR has all relevant information to complete the package.

What do you need to succeed?

•5 years of Group Benefits experience

•Post-secondary and/or applicable work/insurance experience

•Client facing relations and problem resolution skills and ability to collaborate with partners to move submissions forward and obtaining necessary approvals when required

•Excellent organizational skills, initiative and proactive

What's in it for you? 

• 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 career

• Flexible work/life balance options

• RBCI software tools to boost your productivity

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

Additional Job Details

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.