Our current job postings

Client Relationship Manager (Vancouver)

  • Employer: iA Financial Group
  • Office: 400-988 Broadway West
  • City: Vancouver
  • Province: British Columbia
  • Job category: Sales and business development
  • Job ID: JR10010385
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-05

Description


Reporting to the Manager, Client Service, Group Insurance, the Client Relationship Manager (CRM) is responsible for an assigned block of business.  The CRM is responsible for building and maintaining strong business relationships with plan administrators and advisors who have a significant impact on the decision to place and retain business with the company.  To this end the CRM is required to proactively service clients and advisors by conducting plan administrator training sessions and employee education sessions in person and via WebEx as well as participate in finalist presentations as required.   The CRM will be the main point of contact for escalated administrative and claim issues which will require investigation, communication and a focus on achieving a timely resolution. 

This role allows an individual the opportunity to participate in projects and process improvement working groups.  The CRM regularly provides input into product and process development.  The CRM is an integral part of the Group Sales and Service office that has a direct impact on the success of the division as a whole.

Required skills & experience:
• 5+ years of group insurance experience in customer service and/or sales-related environment
• Detailed knowledge in all areas of group insurance including: processes, contracts, new business issue, claims, underwriting procedures and guidelines, and billing/administration
Skills:
• Excellent interpersonal skills and ability to deal effectively with a wide variety of people
• Able to gain credibility and trust quickly from both internal and external clients so that problems and issues may be resolved to the client’s and the company’s satisfaction
• Excellent organizational, planning, and time management skills
• Excellent computer skills with proficiency in Microsoft Office Suite: Outlook, Word, PowerPoint, and Excel
• Excellent presentation skills
• Able to work effectively with a diverse team; eager to contribute and implement ideas and suggestions
• Ability to work under pressure, meet tight deadlines and solve problems/issues autonomously
• Excellent training skills, ability to educate clients and advisors with respect to company systems, products, benefits, processes and procedures
• Analytical, thorough and detail-oriented
• Self-motivated, takes initiative and assumes ownership in all areas of responsibility
•Valid driver’s licence and access to a vehicle for regular travel

• Flexibility to travel within the province with occasional trips to other provinces

Education:
University degree (preferred)


 


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.