Client Relationship Manager

Job Description

Build the future with us

Do you have a reputation for delivering exceptional service, building strong business relationships, and demonstrating excellent interpersonal skills? Do you possess in-depth expertise in group insurance? This role as Client Relationship Manager (CRM), Group Insurance and Retirement Solutions could be exactly what you are looking for.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with us

As a Client Relationship Manager (CRM), you will be at the core of our mission. Here are the main responsibilities:

• Act as a dedicated point of contact by establishing, developing, and maintaining strong, long-term business relationships.
• Participate in service meetings, administrative training sessions, and provide ongoing support to offer tailored solutions within optimal timelines.
• Deliver comprehensive training to clients on our products, tools, and services.
• Manage client expectations, resolve escalations, and intervene effectively in conflict situations.
• Understand client needs and expectations and recommend solutions aligned with iA Financial Group’s capabilities and service standards.
• Collaborate with the education team to develop communication plans that demonstrate the value of the education provided to plan members.
• Proactively communicate with clients to inform them about our products and services.
• Collaborate with the sales team to develop new business opportunities and actively participate in final presentations to prospective clients.
• Establish, maintain, and evolve the service model and strategies.
• Contribute to the success of the DCR team by sharing your knowledge and experience during internal meetings or workshops.

What could accelerate your success in this role

We are looking for someone who:

• Holds a college diploma (DEC) or a bachelor’s degree in administration, insurance, finance, or another relevant field.
• Has a minimum of 5 years of experience in group insurance, in a client service and/or sales environment.
• Is recognized for their in-depth knowledge of processes, contracts, new business, claims, pricing, and administration in group insurance.
• Stands out for their excellent interpersonal skills and ability to interact with a diverse clientele.
• Demonstrates a strong ability to quickly establish credibility and build trust with internal and external clients.
• Shows autonomy, initiative, and a strong sense of accountability.
• Has a good understanding of Lean philosophy (A3, Kaizen, DMS).
• Is recognized for strong communication and presentation skills, both verbal and written.
• Demonstrates excellent organizational, prioritization, and problem-solving skills under pressure.
• Has experience managing relationships with clients and advisors.
• Is proficient in the Microsoft Office suite.
• Has an intermediate level of proficiency in English, as the person in this role will need to communicate, train, and support unilingual English-speaking clients and business partners on a daily basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.