Client Relationship Manager

Assumption Life

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profile Job Location:

Moncton - Canada

profile Yearly Salary: CAD 75000 - 95000
Posted on: 16 days ago
Vacancies: 1 Vacancy

Job Summary

Discover

The Opportunity

This position reporting to the Associate Vice President - Group Insurance Sales plays a key role in optimizing the post-sale client experience. It serves as a group insurance expert for sales representatives contributes to product development and collaborates closely with internal teams to support key files and corporate accounts.

What youll do

Responsibilities

Client and Broker Relationship Management: Respond to service issues and escalations ensure client and broker satisfaction and act as a company ambassador to support retention and business growth.

Issue Coordination and Resolution: Collaborate with internal teams to resolve client issues (meetings action plans follow-ups) while maintaining high communication standards.

Sales Support and Offer Development: Support BDMs by documenting service issues contributing to product and special project development and assisting with corporate accounts.

Training and Promotion: Develop and update training tools and organize presentations and workshops to promote group insurance products and services to existing and potential clients.

Cross-Functional Collaboration: Work closely with internal teams to enhance their understanding of partners and clients and strengthen relationships between head office and agents brokers and consultants.

Strategic Meeting Coordination: Coordinate strategic meetings with agents brokers and consultants including travel arrangements scheduling presentations reservations and internal team planning in collaboration with BDMs.

What youll need

Qualifications

  • Oral and written communication skills in both French and English;
  • Post-secondary degree in Business Administration Marketing or any other related field;
  • 3 to 5 years of experience in sales business development or a related field;

  • In-depth knowledge of group insurance products and processes;
  • Ability to analyze quote requests renewal documents (Assumption Life and other insurers) and performance reports (retention profitability margin);
  • Aptitude for identifying opportunities to improve benefits and negotiating fair and profitable pricing;
  • Strong ability to respond professionally to questions from partners (agents brokers TPAs/TPPs);
  • Skilled in creating and presenting explanatory documents on service offerings;
  • Demonstrated leadership in applying strategic plans making business decisions budgeting and logistics planning and collaborating with the sales team;
  • Ability to maintain remote relationships and ensure ongoing follow-up with internal teams;
  • Team spirit initiative and ability to work under pressure and in discomfort;
  • Proficiency in structuring case analyses to support strategic decision-making.

A little bit about us

Assumption Life

At Assumption Life we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.

Assumption Life is deeply committed to its communitys development

Founded in 1903 in Massachusetts Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception Assumption Life has continued to making difference beyond the borders of lAcadie for all families across Canada. Our Company which began as a great idea 122 years ago is now one of the largest mutual life insurance and financial services companies in Canada. Today this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events raising funds for charities or helping people in need Assumption Life employees are very committed to their community and are always ready to help.

An employer of choice

We ensure competitive salaries as well as performance-based bonuses generous benefits and flexibility in our policies and practices to respond to the needs of our employees.

Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race color ancestry religion sex national or ethnic origin sexual orientation age citizenship marital status family status genetic characteristics disability gender identity or gender expression status of a pardoned person social condition or political activity. If you have a disability or special need that requires accommodation for an interview please let us know by emailing emailprotected

Are you interested

Work With Us

  • The chance to be part of a dynamic high-performance team that adheres to the following ethical values: leadership collaboration trust and commitment;
  • Opportunities for training and development;
  • A comprehensive benefits package including competitive salary bonus pension and benefits;
  • A dynamic location in downtown Moncton but remote work is a flexible option;
  • A paid volunteer day;
  • Time off to care for family members and pets.

Required Experience:

Manager

DiscoverThe OpportunityThis position reporting to the Associate Vice President - Group Insurance Sales plays a key role in optimizing the post-sale client experience. It serves as a group insurance expert for sales representatives contributes to product development and collaborates closely with inte...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

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