Client Relationship Manager

People Corporation•Chilliwack, BC

1d•CA$45,000 - CA$50,000•Hybrid

About The Position

The Client Relationship Manager (CRM) reports directly to the Claims Team Leader. The daily responsibilities include managing the assigned client portfolio and ensuring that client satisfaction and retention are important priorities. A primary focus is to maintain a positive client relationship with continued communication and correspondence via email, telephone, and in-person visits. The CRM will have a full overview of accounts and provide regularly scheduled reports. TeksMed Services Inc. is the leader in Canadian disability management backed by 30 years of success. TeksMed proactively manages occupational and non-occupational injuries and illnesses with personalized recover-at-work solutions, helping hundreds of employers with thousands of employees. Workers enjoy QuikCare expedited healthcare, including free diagnostic imaging and specialist appointments. Helping employees recover and return to work faster, TeksMed reduces lost time and claim costs, resulting in significant savings for employers. Inspired by a never-ending quest to be the best, TeksMed continues to set the standard and raise the bar for integrity, innovation, and exceptional service. TeksMed, seeing the ability in disability Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

Requirements

Knowledge of how to promote and explain service-related/intangible products in a business to business environment
Understanding of TeksMed products and services
Understand the benefits that TeksMed Services offer in relevance to the internal policies and procedures of WSIB/WCB and claims management
Exercise basic math logic and reasoning to assist in negotiation
Comfortable making cold calls to prospective clients
Recognize the processes for providing quality client care services
Background knowledge of client care and WCB systems in all provinces
Familiarity with computers and various software packages including Microsoft Office applications and CRM programs
High attention to detail when dealing with data and trends
Excellent verbal and written communication skills and superior listening skills
The ability to speak with confidence and be comfortable speaking in front of an audience
Able to work independently by being self-driven
Able to collaborate with co-workers to encourage and enhance a dynamic team environment
Ability to source, interpret and present data in a comprehensive way
Initiative to proactively address issues and concerns
Ability to organize and prioritize multiple tasks
Strong time management and organizational skills
Demonstrated computer software skills and strong knowledge of Microsoft Office suite
Comfortable presenting and speaking to large groups
Established analytical and problem-solving skills in order to identify optimal solutions
Confidence in making decisions
Ability to work under pressure
Demonstrated ability to communicate actively with clients and third-party providers

Responsibilities

Prioritize client interaction and visitation by value segment
Return all client calls within 24 hours
Manage the assigned client portfolio, ensuring that client satisfaction and retention are top priorities
Maintain records of client interactions such as recording details of discussions, comments, meetings, requests and other relevant information by ensuring accuracy and inclusiveness
Handle day-to-day client services functions for the assigned client portfolio
Address client complaints, and remedy the situation by finding an appropriate resolution
Conduct new client setups, by meeting with managers and unions as required, and presenting orientations to employees
Develop and maintain positive client relationships with continued communication and correspondence via email, telephone, and/or site visits
Actively seek growth opportunity within the assigned client portfolio and execute sales
Solicit client testimonials
Prepare, arrange and present detailed and accurate reports for clients
Update, organize and gather data from internal Claim Management System as well as various provincial board sites
Carry out daily client care tasks which include regularly scheduled projects and ad-hoc requests
Setting up new client accounts within TeksMed systems and develop the necessary documents and materials for process implementation
Coordinate client meetings and report schedules
Correspond with the various compensation boards
Upon notice of client cancellation follow close out procedures and return client files
Any other administrative duties that may be required from time to time