Manager, Client Relationship, Central & Atlantic Canada

iA Financial Group; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

An established industry player seeks a Manager for the Client Relationship Team in Ontario. This role is pivotal in developing and implementing service strategies within Group Benefits and Retirement Solutions. The ideal candidate will possess over 8 years of experience in group insurance, with a strong focus on client service and team leadership. This innovative firm values collaboration and is committed to fostering diversity and inclusion in the workplace. Join a team dedicated to excellence and client satisfaction, where your skills will help shape the future of client relationships.

Qualifications

• 8+ years of experience in group insurance and client relationship management.
• Strong communication and planning skills with a focus on client service.

Responsibilities

• Develop and maintain service strategies for Group Insurance and Retirement.
• Lead and mentor the service team to ensure client satisfaction.

Skills

Group Insurance Knowledge

Lean Philosophy

Communication Skills

Leadership Skills

Client Service Strategies

Problem-Solving

Planning Skills

Education

University Degree in Related Field

Job description

Manager, Client Relationship, Central & Atlantic Canada

• Office: 26 Wellington Street East
• Job category: Sales and Business Development

iA Financial Group is the fourth largest life and health insurance company in Canada, offering a wide range of products for all life stages to meet clients' needs across its extensive sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Operating across Canada and in the United States, iA Financial Group and its over 5,000 employees work diligently to serve more than four million clients.

About the Role

The Manager of the Client Relationship Team is part of our Group Benefits and Retirement Solutions service team based in Ontario. The candidate will develop, implement, and maintain service strategies, and lead, mentor, and develop the regional service team.

Responsibilities include developing and maintaining our service model and strategies, ensuring consistency across Canada in both Group Insurance and Group Retirement lines of business, and understanding and improving processes to better support the team and clients. The role involves collaborating with internal stakeholders to streamline processes, actively participate in iA Financial GSR’s Lean initiatives such as A3s, Kaizens, and DMSs, and support relationship-building with regional clients and distribution channels.

The role also encompasses planning and executing service projects related to new tools or technology, ensuring client needs are met through effective internal collaboration, and facilitating seamless launches.

Management

The manager will coach and mentor the service team, lead service team meetings, and develop content to facilitate strategy execution, best practices, training, and collaboration. They will ensure client satisfaction within their team and escalate client issues or improvements in management meetings.

The Ideal Candidate

Must have 8+ years of experience and knowledge in group insurance, with the ability to travel within Ontario. Experience with Lean philosophy (A3s, Kaizens, DMSs) is required. The candidate should possess strong communication, presentation, persuasion, and planning skills, along with proven experience in developing client service strategies and problem-solving. Leadership skills, a collaborative approach, and a track record of developing high-performing teams are essential. A university degree in a related field, with good knowledge of capital accumulation plans, defined benefit plans, and investments, is preferred.

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Company Overview

iA Financial Group, with over 10,000 employees, has earned the trust of more than five million clients and 50,000 advisors. With assets exceeding $235 billion, we are a key player in the financial services industry in Canada and the US. Our success stems from investing in our people and industry-leading leadership, fostering innovation for over 130 years.

Our Commitment to Diversity and Inclusion

We support and celebrate diversity, striving to provide an inclusive workplace regardless of ethnicity, nationality, language, religion, gender, sexual orientation, age, marital status, family situation, or disability. If you need assistance to make the recruitment process accessible, please contact us for support.