Senior Client Relationship Manager

Summit Search Group; Dartmouth; On-site; CAD 75,000 - 85,000; Full time

Job summary

A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS. This role involves collaborating with wealth coaches to manage clients through the life insurance application process. The ideal candidate holds a relevant degree, has experience in client servicing within the insurance or financial industry, and possesses strong organizational skills. Responsibilities include enhancing the client experience, maintaining detailed documentation, and managing client communication. Competitive salary offered with a full-time contract.

Qualifications

• Experience in a client servicing role in the insurance or financial industries.
• LLQP certification is preferred.

Responsibilities

• Collaborate with wealth coaches and clients throughout the life insurance application process.
• Manage the overall client experience with a focus on responsiveness.
• Oversee in-force policy servicing and maintain high standards of client care.
• Perform data entry in CRM software while maintaining accurate documentation.
• Manage the lead funnel and provide regular communication with clients.

Skills

Client servicing

Organizational skills

Attention to detail

Multi-tasking skills

Education

Post-secondary degree or diploma in a relevant field

Tools

Microsoft Office

HubSpot

Calendly

Job description

This range is provided by Summit Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$75,000.00/yr - CA$85,000.00/yr

Senior Client Relationship Manager

Dartmouth, NS

You know you’re meant for more.

You might be in an insurance company, a financial firm, or another professional services role right now… and you’re thinking: “I’m doing everything right — but I’m not getting anywhere.”

You handle clients like a pro.

You know the lingo.

You keep your promises and hit your deadlines.

But you’re not seeing a path forward.

No real leadership. No real opportunity. Just more of the same.

That ends now.

You don’t need another “job.” You need a launchpad. If you’re stuck in a role that underestimates you...

If you crave growth, mentorship, meaning — and the opportunity to earn more and become more… This is your invitation to come build with us.

On behalf of our client in the insurance industry, we are looking for a Senior Client Relationship Manager in Dartmouth, NS. You’ll be the right hand to Wealth Coaches, making sure clients feel supported, cared for, and guided through every step of their journey. You’ll help manage the life insurance application process, communicate with providers, prep materials, and ensure our clients are blown away by their experience.

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.
• Experience in a client servicing role in the insurance or financial industries.
• LLQP certification.
• High attention to detail, organizational, and multi-tasking skills.
• Strong computer literacy, including programs such as Microsoft Office, HubSpot, and Calendly.

Application Instructions:

For additional details, please contact Cynthia McCutcheon at Summit Search Group directly: [e-mail] or call 902 405 3607

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.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service, Administrative, and General Business

Industries

Insurance and Financial Services