Job Description
Client Relationship Manager – Group Insurance & Retirement Solutions
Build the future with us – a dedicated opportunity to leverage your group insurance expertise and deliver exceptional service.
Responsibilities
- Act as a dedicated point of contact, establishing and maintaining strong, long‑term business relationships.
- Participate in service meetings, administrative training sessions, and provide ongoing support to offer tailored solutions within optimal timelines.
- Deliver comprehensive training to clients on our products, tools, and services.
- Manage client expectations, resolve escalations, and intervene effectively in conflict situations.
- Understand client needs and recommend solutions aligned with iA Financial Group’s capabilities and service standards.
- Collaborate with the education team to develop communication plans that demonstrate the value of the education provided to plan members.
- Proact...