Client Relationship Manager, Group Benefits & Retirement Solutions (Insurance)

iA Financial Group•Toronto, ON

2d•CA$65,000 - CA$110,000•Hybrid

About The Position

Build the future with us Are you passionate about delivering exceptional client experiences and building long-term business relationships? Do you thrive in a dynamic environment where client satisfaction, collaboration, and innovation are at the heart of success? As a Client Relationship Manager, Group Benefits & Retirement Solutions (Insurance), you will play a key role in strengthening client loyalty and ensuring an outstanding experience for our group insurance clients. Acting as a trusted advisor, you will collaborate closely with plan sponsors, administrators, and internal partners to support their evolving needs and promote the value of our solutions and services. This position is a great opportunity to showcase your expertise in group insurance and relationship management while fully realizing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Is known for their ability to build strong relationships and establish trust with clients and partners.
Stands out for their customer-focused approach and commitment to delivering exceptional service.
Demonstrates strong communication, presentation, and conflict-resolution skills.
Is recognized for their autonomy, initiative, and ability to navigate complex situations with confidence.
Has a minimum of 5 years of experience in group insurance within a client service, account management, or sales-related environment.
Possesses in-depth knowledge of group insurance products, administration, claims, underwriting, contracts, and billing processes.
Has experience managing relationships with clients, advisors, and key stakeholders.
Is comfortable using Microsoft Office applications, including PowerPoint, and demonstrates an interest in leveraging AI tools to enhance efficiency.
Holds a valid driver's license and has access to a vehicle.
Is available to travel within the province, with occasional travel to other provinces.
Advanced level of English proficiency is required, as the role involves leading meetings, delivering training, managing client relationships, resolving service-related issues, and collaborating with plan sponsors, administrators, advisors, and internal stakeholders across Canada on a regular basis.

Responsibilities

Build, develop, and maintain strong relationships with plan sponsors and administrators, serving as their dedicated point of contact and trusted advisor.
Deliver training and ongoing support on our products, tools, and services while ensuring an exceptional client experience.
Understand client needs, proactively identify opportunities for improvement, and recommend solutions aligned with organizational objectives and service standards.
Collaborate with internal teams, including Sales and Education, to support client retention, engagement initiatives, and business development opportunities.
Contribute to the continuous improvement of our service model and share best practices, knowledge, and expertise with colleagues across the team.