Client Relationship Specialist

2 months ago

Calgary, Alberta, Canada Equitable Full time
Client Relationship Specialist - West Alberta, Canada Req #2377 Thursday, July 25, At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Title: Client Relationship Specialist - West
Reports To: Manager, Client Experience
Department: Group
Term: Permanent Full-Time
Location: West



Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

The Opportunity: Equitable is looking to hire a Client Relationship Specialist to support the Western region

This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team. In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators.

What you will be doing:

  • Manage installation of new business by working with policyholders, advisors and head office staff
  • Provide support to our Group Account Executives
  • Process complex amendments and specialized employee notices
  • Co-ordinate and maintain high levels of policyholder service which includes:
  • Developing and maintaining relationships with group plan administrators
  • Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
  • Delivering employee benefit presentations
  • Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
  • Able to work under tight deadlines
  • Participate in finalist presentations



What you will bring:

  • 3+ years of prior experience with group, life and health products is preferred
  • Valid driver's license required
  • Ability to travel occasionally
  • Group Product knowledge is essential
  • Knowledge of government plans as they integrate with group plans
  • Post-secondary education and training in a related field
  • Excellent organizational and time management skills
  • Excellent communication skills both verbal and written
  • Sound knowledge of Windows, Word, Excel and PowerPoint
  • Ability to work in a team environment
  • Bilingual skills (French/English) are ran asset

What's in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company's pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Remote

Other details
  • Job Family Individual Contributor
  • Pay Type Salary
Apply Now

  • Client Relationship Specialist

    1 week ago

    Calgary, Alberta, Canada Gallagher Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Manager to join our team at Gallagher. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, driving business growth, and delivering exceptional customer service.Key ResponsibilitiesDevelop and...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada Recruitment Partners Full time

    Client Relationship Manager Our client is in search of a Client Relationship Manager to enhance their service offerings. This position will focus on cultivating and sustaining relationships with both prospective and current clients. The ideal candidate will offer insights and support regarding all facets of group benefits plan development, execution, and...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada Recruitment Partners Full time

    Client Relationship Manager Our client is seeking a Client Relationship Manager to enhance their operations. This position is pivotal in fostering and nurturing connections with both new and existing clientele. The ideal candidate will offer insights and support regarding all facets of group benefits plan formulation, execution, and continuous assistance....

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada Recruitment Partners Full time

    Client Relationship Manager Our client is seeking a Client Relationship Manager to enhance their operations. This position will focus on developing and nurturing connections with both new and existing clients. The ideal candidate will offer insights and support regarding all facets of group benefits plan formulation, execution, and continuous assistance....

  • Client Relationship Specialist

    4 weeks ago

    Calgary, Alberta, Canada the Ladders Full time

    Position Type:Full-time; ongoingThe Ladders is a prominent financial institution committed to empowering our clients in navigating their financial journeys with assurance. Our dedication to fostering prosperous communities has established us as a reliable financial ally. Key Responsibilities:Develop and maintain strong relationships with clients.Provide...

  • Client Relationship Manager

    1 week ago

    Calgary, Alberta, Canada canapro international ltd Full time

    About the RoleWe are seeking a highly motivated and results-driven Technical Sales Specialist to join our team at Canapro International Ltd. As a key member of our sales team, you will be responsible for promoting sales to existing clients, identifying and soliciting potential clients, and assessing client needs to recommend the appropriate goods or...

  • Client Relationship Manager

    1 week ago

    Calgary, Alberta, Canada 2346816 Alberta Ltd Full time

    About the RoleWe are seeking a highly motivated and results-driven Technical Sales Specialist to join our team at 2346816 Alberta Ltd. As a key member of our sales team, you will be responsible for promoting sales to existing clients, assessing their needs and resources to recommend the appropriate goods or services, and conducting sales transactions through...

  • Client Relationship Advocate

    4 weeks ago

    Calgary, Alberta, Canada Green Shield Canada Full time

    ABOUT US At GreenShield Canada, we are dedicated to enhancing health outcomes for all Canadians. Founded in 1957 by pharmacist William Wilkinson, our mission emerged from a profound understanding of the challenges faced by families in accessing necessary medications. As North America's first not-for-profit prepaid drug plan, we have evolved into a unique...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada People Corporation Full time

    Job Overview We are looking for a Client Relationship Manager (MGA+) to enhance our operations. At People Corporation, we are dedicated to empowering organizations to thrive. As a national leader in group benefits, retirement solutions, wellness, and human resource services, this position will be integral to GroupQuest, a sector of People Corporation...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada People Corporation Full time

    Job Overview We are looking for a Client Relationship Manager (MGA+) to enhance our operations. At People Corporation, we are dedicated to empowering businesses to thrive. As a national provider of group benefits, retirement solutions, wellness programs, and human resource services, we play a crucial role in the industry. This position is part of...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada People Corporation Full time

    Job Overview We are looking for a Client Relationship Manager (MGA+) to enhance our operations. At People Corporation, we are dedicated to empowering organizations to thrive. As a prominent provider of group benefits, retirement solutions, wellness programs, and human resource services, we aim to deliver exceptional value. This position is part of...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada DV8 Energy Inc Full time

    Company OverviewDV8 Energy Inc. is a prominent and rapidly expanding company in the IIOT and Cloud sector.Position OverviewThis is a full-time remote opportunity for a Client Relationship Manager. The Client Relationship Manager will be tasked with overseeing and enhancing relationships with current clients, seeking out and engaging new business prospects,...

  • Client Relationship Manager

    6 days ago

    Calgary, Alberta, Canada Gallagher Full time

    About the RoleWe are seeking a highly skilled and experienced Account Manager to join our team at Gallagher. As an Account Manager, you will be responsible for servicing and retaining clients by building and maintaining valuable relationships.Key ResponsibilitiesDevelop and execute account management strategies to drive business growth and retentionBuild and...

  • Client Relationship Manager

    1 week ago

    Calgary, Alberta, Canada Gallagher Full time

    About the RoleWe are seeking a highly skilled and experienced Account Manager to join our team at Gallagher. As an Account Manager, you will be responsible for servicing and retaining clients by building and maintaining valuable relationships.Key ResponsibilitiesDevelop and execute account management strategies to drive business growth and retentionBuild and...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada Recruitment Partners Full time

    Client Relationship ManagerOur client, a well-established provider in the audio-visual sector, is in search of a Client Relationship Manager to enhance revenue streams. The successful candidate will be tasked with nurturing and expanding client partnerships while also seeking new business opportunities. This position will concentrate on corporate and...

  • Client Relationship Intern

    4 weeks ago

    Calgary, Alberta, Canada CWB Financial Group Full time

    Role OverviewClient Relationship Intern plays a pivotal role in fostering connections and enhancing client satisfaction. Our focus is on understanding and addressing the investment and deposit requirements of our clients as they navigate different life stages, all while optimizing their financial portfolios.Key ResponsibilitiesRelationship Development:...

  • Client Relationship Executive

    4 weeks ago

    Calgary, Alberta, Canada ADVANTUS360 Full time

    Employment Type: Full-Time, Immediate StartYour Role at ADVANTUS360:We are in search of a community-focused professional who values long-term partnerships as much as accountability for results. If you are eager to carve out a new path in a field filled with potential and make it uniquely yours to fulfill your ambitious goals – this position could be an...

  • Client Relationship Associate

    4 weeks ago

    Calgary, Alberta, Canada Publicis Groupe Full time

    Company Overview: Publicis Groupe stands at the forefront of digital transformation, serving as a trusted partner for established enterprises eager to navigate their digital evolution. Our mission is to redefine operational frameworks and enhance customer engagement through innovative strategies and advanced methodologies.Role Overview: As a Client...

  • Client Relationship Associate

    4 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Join Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our esteemed organization. At IG Wealth Management, our mission is to assist clients in attaining financial independence through strategic and principled financial advisory services. We are looking for an individual who...

  • Client Relationship Manager

    4 weeks ago

    Calgary, Alberta, Canada CAT inc Full time

    Position Overview As a vital member of our team at CAT inc, you will be responsible for: Establishing and nurturing a portfolio of clients from the ground up. Maintaining a robust pipeline of opportunities through proactive outreach and strategic cold calling. Utilizing diverse communication channels to engage with clients, including phone, email,...