Customer Service Representative - Creditor Insurance

Job summary

Handle inbound client calls, assess individual needs, and provide advice and service solutions related to creditor insurance coverage. Process client requests and paperwork accurately, resolve or escalate concerns, and meet monthly sales and retention goals.

Job details

Job Description What is the opportunity? The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice and service solutions where appropriate regarding their credit insurance coverage on loans, lines of credit, mortgages and business loans. Your will retain the customers by showing the benefits and features of keeping their coverages. Your ability to provide superior customer service, build rapport and gain the clients’ confidence will be critical to your success. What will you do? Handling inbound calls and meeting customer expectations by providing information, understanding needs, offering value added solutions, opportunity spotting, and taking accountability for the resolution of customer concerns Secure new business and/or retains existing business Ensure customers receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally) Take ownership of client concerns, building ownership and accountability at first point of contact through client-focused behaviours, ensuring, when necessary, the escalation process is followed Process applicable paperwork for clients, ensuring accuracy and completeness of information Meet monthly sales and retention goals. What do you need to succeed? Must-have Solid aptitude for listening, establishing rapport and finding the right solutions for customers Strong attention to detail and problem resolution skills Ability to navigate between multiple systems Flexibility to work a variety of shifts as our Centre is open Monday to Friday 8:00am to 8:00 pm in order to better help our clients Nice-to-have Sales experience and success in meeting and exceeding sales targets in a Contact centre environment Excellent communication skills in French and English 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 package including flexible benefits, competitive compensation, and stock options Work in a dynamic, collaborative, progressive, and high-performing team. By joining RBC Insurance, you also become part of a supportive, inclusive team that shares common values – including a fundamental respect for each other Leaders who support your development through coaching and managing opportunities Flexible work/life balance options Ability to make a difference and lasting impact Sophisticated RBCI software tools to boost your productivity and grow your business 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. Job Skills Communication, Coverage Analysis, Customer Service, Decision Making, Insurance Operations, Knowledge of Claims, Settlement Negotiations 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: 2026-11-04 Application Deadline: 2026-12-04 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

What you’ll do

Handle inbound client calls, assess individual needs, and provide advice and service solutions related to creditor insurance coverage. Process client requests and paperwork accurately, resolve or escalate concerns, and meet monthly sales and retention goals.

Requirements

Candidates need strong listening and rapport-building abilities, attention to detail, problem-resolution skills, and the ability to navigate multiple systems. They must be flexible to work shifts between 8:00 a.m. and 8:00 p.m. on weekdays; contact-centre sales experience and French-English communication skills are preferred.

Benefits

• Flexible Benefits
• Competitive Compensation
• Stock Options
• Coaching And Development Opportunities
• Flexible Work-Life Balance
• Supportive And Inclusive Team

Listed skills

• Customer service · Preferred
• Sales · Preferred
• Attention to detail · Preferred
• Multitasking · Preferred
• Communication · Preferred
• Decision Making · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Active Listening
• Rapport Building
• Customer Service
• Insurance Advice
• Sales
• Customer Retention
• Problem Resolution
• Attention To Detail
• Multitasking
• Communication
• Decision Making
• Coverage Analysis
• Insurance Operations
• Claims Knowledge
• Settlement Negotiations
• French And English Communication

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting

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