MONTR\u00C9AL, Quebec, Canada
11 hours ago
Digital Licensed Insurance Advisor, Home & Auto - Advice Centre

Job Summary

Job Description

Job Description

What is the opportunity?
In this role, you will be responsible for contributing to the client experience and meeting the team objectives by providing client advice, service and insurance solutions to meet their needs. You will take a client focused approach to effectively navigate the discovery discussion, acknowledging and understanding the request to facilitate a recommendation with confidence. Accountable to identify referral opportunities, you will collaborate with partners with the goal of deepening the proprietary client relationship. You will be accountable to ensure due diligence to RBCI procedures, process and regulatory compliance while developing our Digital platform to establish a broader way of communicating and providing solutions for our clients while enhancing the client experience.

What will you do?

Delivering a differentiated client experience to new and existing clients by connecting through email/chat.In depth understanding of products, services, processes and procedures to accurately complete transactions for new and existing clients while maintaining documentation standards.Using digital communication to demonstrate commitment to first contact resolution by taking ownership & accountability of client problems ensuring the escalation process is followed when necessary. Maximize effective use of technology, tools and client advice experience resources with all clients, ensuring advice driven discussions occur; maintaining data integrity, documenting all relevant client interactions and commitments.Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the point of first contact, demonstrating the ability to connect through discussion and escalate as necessary.Demonstrate a solid understanding of regulatory risk when writing and updating new business policies.Demonstrate flexibility with targets, goals and scheduled shifts in a new and changing digital platform.

What do you need to succeed?

Must-have

Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.Experience working in Home & Auto Advice CentreComfort connecting with clients through different technology platforms.Damage Insurance Certificate and General Insurance License (Other Than Life) for all provincesFlexibility to work a variety of shifts as our center is open extended hours in order to better help our clients.Excellent written and oral communication skills.

Nice-to-have

Post-secondary educationKnowledge of insurance productsCustomer service and/or sales experience in a contact centre environment.

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 & InclusionA comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock optionsWork 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 we serve.

RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.

Job Skills

Auto Insurance, Cold Calling, Competitive Markets, Cross-Selling, Customer Needs, Customer Service, Group Problem Solving, Insurance Product Development, Sales

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-19

Application Deadline:

2025-03-14

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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.

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