Client Relationship Manager

Summit Search Group; Halifax; On-site; CAD 50,000 - 70,000; Full time

Job summary

A recruitment firm is seeking a Client Relationship Manager in Dartmouth, NS. The role involves guiding clients through the life insurance application process, ensuring professionalism, and managing documentation. Candidates must have customer service experience and relevant educational qualifications. The firm promotes diversity in hiring and offers accommodations as needed.

Qualifications

• Previous experience in a customer service role, preferably in the life insurance industry.
• LLQP certification is required.
• Strong understanding of life insurance terminology and application processes.

Responsibilities

• Collaborate with clients to guide them through the insurance application process.
• Manage the overall client experience with a focus on professionalism.
• Maintain accurate internal documentation and perform data entry.

Skills

Customer service skills

Organizational skills

Attention to detail

Multi-tasking

Education

Post-secondary degree or diploma

Tools

Microsoft Office

HubSpot

Calendly

Job description

Are you ready to take your exceptional customer service and organizational skills to an exciting and progressive organization?

On behalf of our client in the insurance industry, we are looking for a Client Relationship Manager

in Dartmouth, NS. The Client Relationship Manager will work closely with clients throughout the life insurance application process, coordinate directly with insurance providers to resolve any issues, assist in preparing client presentations, and ensure a seamless and professional experience at every step.

Key Responsibilities:

• Collaborate with wealth coaches and clients to guide them through the life insurance application process from start to finish
• Manage and elevate the overall client experience with a focus on responsiveness and professionalism
• Oversee in-force policy servicing and maintain high standards of client care
• Maintain accurate internal documentation and perform data entry in CRM software
• Take ownership of tasks, follow through to completion, and keep all parties aligned to meet deadlines
• Manage the lead funnel by maintaining regular communication with clients and providing weekly status updates
• Provide weekly reporting on application progress and underwriting status to the team.

The Ideal Candidate Brings:

• A post-secondary degree or diploma in a relevant field.
• Previous experience in a customer service role, preferably in the life insurance industry.
• LLQP certification.
• A strong understanding of the life insurance industry, including terminology and application processes.
• High attention to detail, organizational, and multi-tasking skills.
• Strong computer literacy, including programs such as Microsoft Office, HubSpot, and Calendly.

Please note that only those candidates who fulfill the requirements will receive a response.

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from all candidates regardless of ethnicity, race, religious beliefs, disability, age, gender identity, or sexual orientation. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.