Customer Manager

Swiss Re; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading global insurance firm is seeking a Customer Manager to manage strategic client relationships in Toronto, Canada. The role involves developing sales strategies, leading cross-functional teams, and ensuring exceptional client service. The ideal candidate has over 10 years of experience in the insurance industry, strong communication skills, and is proficient in CRM tools and Excel. This is a full-time position that offers competitive compensation and opportunities for professional development.

Benefits

Competitive salary

Opportunities for professional development

Inclusive work culture

Qualifications

• Over 10 years of insurance industry experience, preferably in client management.
• Expertise in sales, marketing, and relationship management.
• Proficient in navigating complex business relationships.

Responsibilities

• Build and maintain relationships with senior client decision makers.
• Develop and execute sales strategies for customer retention.
• Lead cross-functional teams for complex business transactions.

Skills

Client Relationship Management

Sales Strategy Development

Leadership in Team Coordination

Communication Skills

Analytical Abilities

Negotiation Skills

Education

University degree or equivalent experience

Tools

CRM tools

Excel

Job description

About the Role

The Customer Manager role at Swiss Re Corporate Solutions focuses on managing and growing strategic client relationships in Canada by coordinating internal resources and delivering exceptional service to key clients. As a main contact for large customers, you drive opportunities across all product lines, leveraging global coverage and innovative solutions to meet the needs of large corporate clients. Your responsibilities include defending and expanding business with target customers, maximizing Share-of-Wallet, and positioning Swiss Re as a strategic partner. You manage complex global accounts, build a customer pipeline through targeted market engagement, and develop strong relationships with senior management.

Key Responsibilities

Client Relationship Management

• Build and maintain strong relationships with senior client decision makers and brokers.
• Serve as the primary contact for large customers, coordinating internal resources to meet service needs.
• Act as a focal point for clients, addressing service issues and leading regular stewardship meetings.
• Gain in-depth understanding of clients’ businesses, operations, risk management, and insurance procurement approaches.
• Stay informed about client relationships, account profitability, claims, and key business lines.
• Manage a portfolio of Managed Customer accounts.

Sales & Market Strategy

• Develop and execute sales strategies and plans across products and regions.
• Lead multi-line strategies for customer retention and acquisition, set objectives, oversee processes, and coordinate priorities.
• Drive positioning for negotiations for profitable transactions.
• Promote new products and initiatives; coordinate cross-divisional proposals.
• Develop and execute market engagement activities focused on strategic customer segments
• Maintain consistent contact with brokers and clients to ensure target submission flow.
• Identify and nurture key broker and client relationships to access decision makers.

Leadership & Team Coordination

• Organize and lead cross-functional teams for complex business transactions.
• Provide guidance to line of business leadership for customer coverage and risk management alignment.
• Educate underwriters and foster a cross-selling culture for Swiss Re Corporate Solutions products.
• Coordinate agendas for global management visits with local leadership.
• Lead Deal team meetings, bringing together all lines of business.
• Build and execute regional multi-line customer strategies.

Client Development & Servicing

• Monitor and report on customer segments and specific results.
• Coordinate strategies for target accounts across all business lines.
• Set and maintain service standards, respond to broker requests promptly, and work with internal stakeholders to ensure delivery of quotations on time.

Technical Guidance & Reporting

• Use CRM tools to provide client/prospect information to underwriters.
• Conduct account planning and targeting for managed customers.
• Produce production reports.
• Communicate account details and strategic recommendations to the Swiss Re Corporate Solutions team.
• Gather market and competitor intelligence.

About the Team

The Canadian Customer & Distribution Management (CDM) team is responsible for implementing Swiss Re Corporate Solutions' customer and distribution strategies and supporting regional objectives through engagement with key clients and brokers. The team coordinates the delivery of Swiss Re products and services to clients, with a focus on customer experience, sales, and business development. The Customer Manager is tasked with developing and executing sales plans aimed at specific customer segments.

About You

Required Skills

• Solid business knowledge of products, risk appetite, and market niches
• Proven success in team-oriented, results-driven environments
• Skilled in pre-qualifying accounts to optimize underwriting resources and streamline interactions among product lines
• Advanced written and verbal communication skills are required to interact with various internal and/or external stakeholders for business development.
• Strategic, analytical, and creative abilities are essential for implementing marketing initiatives and achieving business plan objectives. Ability to work with brokers, customers, and internal stakeholders at all levels
• Demonstrate the Swiss Re cultural behaviours of accountability, simplicity and speed of decisions as a way of working
• Willingness to travel

Qualifications

• University degree or equivalent experience.
• Over 10 years insurance industry experience (client management, risk management or brokerage preferred), with strong client/broker interaction skills
• Demonstrated expertise in sales, marketing, relationship management, and negotiation.
• Proven ability to navigate complex relationships and environments
• Proven leadership in driving business goals
• Proficient in computer applications, especially Excel

About Swiss Re Corporate Solutions

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.

Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. Swiss Re Corporate Solutions embraces a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.

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