Elizabeth Thorndyke

o Key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation of new business through client strategy

o Accountable to resolve client / advisor inquiries by determining appropriate action for complex issues, both internally and externally, and proactively recommends solutions and ideas when resolving problems.

o Establish relationships with producers and group plan administrators, including national accounts and proprietary sales team. Liases with various RBC departments and external partners when solving client issues (Underwriting, New business, contracts, HBM+, Billing etc.)

o Provide client / advisor education and training on products, administration and plan member portals

o Maintains records and data and runs weekly dashboard reporting on SalesForce

o Manages new case submission process from providing new business material to reps/brokers through to system set up and submission to downstream partners

o Utilizes all available tools to ensure all applications submitted are complete with a high level of accuracy

o Provides status updates and follows up to reps and brokers in a timely manner

o Tracks all activity in SFDC and GRAPE systems

o Partners with the Service team and Sales team to ensure the smooth implementation of new business

o Shares best practices to national partners

o Adheres to the principles of Proactive Sales Advice in day-to-day activities

o Managed initial quoting requirements and information gathering for the RTQ completion

o Ensured all necessary & accurate information was received and documented in order to provide quotes and alternates

o Provided proposals to sales reps and brokers and escalated issues as required

o Took ownership and accountability for inquiries from producers and clients in providing product and administration information for pre-sale support

o Tracked all activity in Sales Force (SFDC) and GRAPE systems

o Responsible for processing insurance broker’s contracts from a variety of MGA offices, direct channel, Proprietary and Prestige/ Prestige Plus channels.

o Demonstrated due diligence when screening brokers for eligibility with RBC Insurance

o Handled inquiries from various MGA offices, and other RBCI departments, communicated effectively and professionally with a variety of business partners

o Extensive knowledge Bedrock, FASAT and CAPSIL, Business Intelligence Centre, Ingenium and WebFocus systems

o Worked on several projects including BIC implementation, and implementation of FASAT 5.1

o Involved in the business readiness group project for LCCS for the launch of GBS health and dental