Client Relationship Manager, Group Savings and Retirement

Iaawg; Montreal (administrative region); Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Six-week training program

Remote-friendly role

Office visits 2–4 times a month

Competitive benefits

Retirement plan

Stock purchase plan

Telemedicine

Employee assistance program

Job summary

iA Financial Group seeks a Client Relationship Manager (CRM) in Group Benefits & Retirement Solutions to establish and manage relationships with sponsors and plan administrators. You will deliver training, address inquiries, and coordinate with the sales and education teams to demonstrate value and solutions.

The role requires a BA and 5+ years in group insurance, strong communication, and the ability to travel within Canada.

Qualifications

• University degree (BA) and at least 5 years in group insurance in customer service or sales.
• Deep knowledge of group insurance processes, contracts, underwriting, billing and administration.
• Excellent interpersonal and presentation skills with client-focused mindset.

Responsibilities

• Act as the dedicated client contact for Toronto-based clients and manage relationships.
• Deliver training on products, tools, and services and address escalations.
• Collaborate with sales and education teams to communicate value and needs.
• Develop and maintain service model and participate in internal knowledge sharing.

Skills

Group insurance

Customer service

Interpersonal skills

Relationship management

Presentations

Education

Bachelor's degree (BA)

5+ years in group insurance

Tools

Microsoft Office

PowerPoint

Job description

## **Job Description****Build the futur with us**Do you have a reputation for delivering exceptional service, fostering robust business relationships, and exhibiting excellent interpersonal skills? Do you possess extensive expertise in group insurance? If so, the role of Client Relationship Manager (CRM) in Group Benefits & Retirement Solutions at iA Financial Group could be the perfect fit for you. In this role, you will be establishing and building strong relationships with our key decision makes and plan administrators to enhance loyalty and client satisfaction. This role entails proactive engagement with sponsors to demonstrate iA's benefits and responsive handling of their inquiries. The ideal candidate should possess strong interpersonal skills, in-depthknowledge of group insurance, and a customer service-oriented mindset. **What you'll accomplish with us:*** Act as a dedicated contact for Toronto based clients by establishing, developing, and managing valuable relationships: participate in service meetings, administration trainings and ongoing support finding the rights solutions in a timely manner.* Deliver comprehensive client training on our products, tools, and services, leveraging strong communication and social skills to manage expectations and address client escalations or conflicts.* Understand client expectations and identify solutions that are satisfactory to them within iA Financial Group's capabilities and service standards.* Collaborate with the Financial Education team to develop communication plans to identify needs/issues, potential improvements or find opportunities that demonstrate value in educating plan members on their benefit plan.* Communicate regularly with clients and proactively inform them of our products and services.* Collaborate with the sales team in the development of new business by preparing and actively participating in finalist presentations to prospect clients.* Establish, implement, and maintain our service model and strategies.* Contribute to the success of other CRMs of the team by participating in internal meetings or workshops where you will share your experiences, knowledge, and advice. **We are looking for a candidate who have:*** University degree (BA) and a minimum of 5 years experience of group insurance experience in customer service and/or sales-related environment* In-depth knowledge and experience of detailed knowledge in all areas of group insurance including; processes, contracts, new business issue, claims, underwriting procedures and guidelines, and billing/administration* Excellent interpersonal skills and ability to deal effectively with a wide variety of people* Able to gain credibility and trust quickly from both internal and external clients so that problems and issues may be resolved to the client’s and the company’s satisfaction* Self-motivated, takes initiative and assumes ownership in all areas of responsibility* Understanding and experience of Lean philosophy (A3, Kaizen and DMS)* Excellent communication and presentation skills, ability to persuade and plan (written and oral skills)* Ability to work under pressure, meet tight deadlines and solve problems/issues autonomously* Excellent organizational skills, autonomy and team spirit* Experience in managing relationships with clients and advisors* Ability to build trusting relationships with key internal and external stakeholders* Excellent knowledge of Microsoft Office suite, including PowerPoint* A valid driver's license and access to a vehicle* Flexibility to travel within the province with occasional trips to other provinces **Why You’ll Love Working With Us?** A six (6)-week paid training program starting the moment you begin your role.Ongoing support through access to a trainer and a coach to help you grow.A work environment where learning and development go hand in hand with a collective pursuit of excellence.Artificial intelligence is accessible to everyone, helping you increase your personal efficiency and driving the organization’s growth.Managers who value autonomy and actively support their teams.A primarily remote role requiring in-office presence 2 to 4 times a month at an office in Quebec City, Montreal, or Toronto.A collaborative team where mutual support and job satisfaction are key priorities.Opportunities for ongoing training and career advancement within a rapidly growing company. **Competitive benefits** A 35-hour workweek, scheduled between 8:00 a.m. and 9:30 p.m. Monday through Friday and communicated one month in advance.Flexible group insurance plans.Competitive retirement plan.Stock purchase plan.Vacation policy and days off for wellness and personal development.Telemedicine.Employee and family assistance program.Comprehensive health program and competitive working conditions.Discounts on iA products and more. **Apply now and take control of your career where your talent truly matters!** **Hesitating to apply?**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!