Client Relationship Manager, Group Savings and Retirement
Role Overview
Permanent Client Relationship Manager role in Group Benefits and Retirement Solutions.
Serves clients based in Québec and Ottawa, building loyalty and client satisfaction through proactive engagement and responsive service.
Key Skills for This Role
Full Job Posting
Role overview
Permanent Client Relationship Manager role in Group Benefits and Retirement Solutions.
Serves clients based in Québec and Ottawa, building loyalty and client satisfaction through proactive engagement and responsive service.
What you'll accomplish
- Act as dedicated contact for clients; build and manage relationships and participate in service meetings, administration training and ongoing support.
- Train clients on products, tools and services; manage expectations and address escalations or conflicts.
- Identify solutions that meet client expectations within company capabilities and service standards.
- Work with Financial Education to develop communications that address needs and educate plan members about benefit plans.
- Keep clients informed about products and services.
- Support new-business development by preparing and participating in finalist presentations.
- Maintain the service model and strategies; share knowledge with other client relationship managers.
Candidate requirements
- University degree (BA) and at least five years of group insurance experience in customer service and/or sales-related work.
- In-depth group insurance knowledge, including processes, contracts, new business issuance, claims, underwriting, billing and administration.
- Experience managing client and advisor relationships; understanding and experience with Lean philosophy, A3, Kaizen and DMS.
- Strong interpersonal, communication, presentation, organization, problem-solving and teamwork skills; able to work under pressure and meet deadlines.
- Excellent Microsoft Office knowledge, including PowerPoint.
- Valid driver's license and access to a vehicle; flexibility to travel within the province and occasionally to other provinces.
About iA Financial Group
iA Financial Group describes itself as a financial services company serving clients in Canada and the United States.
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