Client Relationship Manager

Client Relationship Manager (CRM), Group Insurance and Retirement Solutions

We seek a client‑centric professional with in‑depth expertise in group insurance to manage and nurture key relationships. The role involves delivering tailored solutions, driving client satisfaction, and collaborating with sales and education teams to create value for plan members.

Responsibilities

• Act as a dedicated point of contact by establishing, developing, 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 expectations and recommend solutions aligned with iA Financial Gr...