Senior Client Relationship Manager

Summit Search Group; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A recruiting firm is seeking a Client Relationship Manager in Halifax to ensure clients feel supported and guide them through the life insurance application process. The ideal candidate will possess customer service experience, a relevant post-secondary degree, and LLQP certification. Strong organizational skills and familiarity with CRM software are essential. Join us to grow your career with mentorship and meaningful opportunities.

Qualifications

• 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.
• Strong understanding of the life insurance industry, including terminology and application processes.
• High attention to detail and organizational skills.

Responsibilities

• Collaborate with wealth coaches and clients to guide them through the life insurance application process.
• Manage 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.
• Manage lead funnel by communicating with clients and providing weekly updates.
• Provide weekly reporting on application progress and underwriting status.

Skills

Customer service experience

Understanding of life insurance industry

Strong organizational skills

Attention to detail

Multi-tasking skills

Computer literacy

Education

Post-secondary degree or diploma

LLQP certification

Tools

Microsoft Office

HubSpot

Calendly

Job description

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 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 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.
• 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.