Client Relationship Manager
4 weeks ago
This position, reporting to the Associate Vice President - Group Insurance Sales, plays a key role in optimizing the post-sale client experience. It serves as a group insurance expert for sales representatives, contributes to product development, and collaborates closely with internal teams to support key files and corporate accounts. Qualifications Oral and written communication skills in both French and English; In-depth knowledge of group insurance products and processes; Ability to analyze quote requests, renewal documents (Assumption Life and other insurers), and performance reports (retention, profitability, margin); Aptitude for identifying opportunities to improve benefits and negotiating fair and profitable pricing; Strong ability to respond professionally to questions from partners (agents, brokers, TPAs/TPPs); Skilled in creating and presenting explanatory documents on service offerings; Demonstrated leadership in applying strategic plans, making business decisions, budgeting and logistics planning, and collaborating with the sales team; Ability to maintain remote relationships and ensure ongoing follow-up with internal teams; Team spirit, initiative, and ability to work under pressure and in discomfort; Proficiency in structuring case analyses to support strategic decision-making. Responsibilities Client and Broker Relationship Management: Respond to service issues and escalations, ensure client and broker satisfaction, and act as a company ambassador to support retention and business growth. Issue Coordination and Resolution: Collaborate with internal teams to resolve client issues (meetings, action plans, follow-ups) while maintaining high communication standards. Sales Support and Offer Development: Support BDMs by documenting service issues, contributing to product and special project development, and assisting with corporate accounts. Training and Promotion: Develop and update training tools, and organize presentations and workshops to promote group insurance products and services to existing and potential clients. Cross-Functional Collaboration: Work closely with internal teams to enhance their understanding of partners and clients, and strengthen relationships between head office and agents, brokers, and consultants. Strategic Meeting Coordination: Coordinate strategic meetings with agents, brokers, and consultants, including travel arrangements, scheduling, presentations, reservations, and internal team planning, in collaboration with BDMs. Additional Information The chance to be part of a dynamic, high-performance team that adheres to the following ethical values: leadership, collaboration, trust and commitment; Opportunities for training and development; A comprehensive benefits package including competitive salary, bonus, pension and benefits; A dynamic location in downtown Moncton, but remote work is a flexible option; A paid volunteer day; Time off to care for family members and pets. #J-18808-Ljbffr
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Client Relationship Manager
6 days ago
Moncton, Canada Assumption Life Full timeDiscover The Opportunity Moncton, NB Insurance Experienced Full-time $90,000 - $110,000 / year **Benefits**: Health Insurance Dental Insurance Paid Time Off Flexible Work Pension plan Group RRSP Life Insurance Disability Insurance Employee Assistance Program Bonuses & Incentives Wellness Programs This position, reporting to the Associate Vice President -...
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Client Relationship Manager
4 weeks ago
City of Moncton, Canada Assumption Mutual Life Insurance Company Full timeThis position, reporting to the Associate Vice President - Group Insurance Sales, plays a key role in optimizing the post-sale client experience. It serves as a group insurance expert for sales representatives, contributes to product development, and collaborates closely with internal teams to support key files and corporate accounts. Qualifications Oral and...
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Moncton, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Client Relationship Manager for its Commercial Banking division in Moncton and Charlottetown. The ideal candidate will have a proven track record in business development, strong sales and communication skills, and knowledge of commercial banking products. This is an opportunity to build client relationships and...
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Client Relationship Manager
2 weeks ago
Moncton, NB EC E, Canada ASSUMPTION LIFE Full time $90,000 - $110,000 per yearDiscoverThe OpportunityMoncton, NBInsuranceExperiencedFull-time$90,000 - $110,000 / yearBenefits:Health InsuranceDental InsurancePaid Time OffFlexible WorkPension planGroup RRSPLife InsuranceDisability InsuranceEmployee Assistance ProgramBonuses & IncentivesWellness ProgramsThis position, reporting to the Associate Vice President - Group Insurance Sales,...
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Moncton, Canada CIBC Full timeA leading financial institution in Moncton is seeking a Relationship Manager for their Business Banking team. In this role, you will build and maintain strong client relationships, support financial needs, and drive business development initiatives. The ideal candidate will have over 2 years in Business Banking and a strong understanding of financial...
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Business Advisor – Grow Client Relationships
3 weeks ago
Moncton, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Business Advisor for the Greater Moncton Area to manage business relationships and provide exceptional service. You will engage with clients, develop community relationships, and leverage knowledge in business banking. A business-related education or equivalent experience is required. This role offers opportunities...
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Relationship Manager, Business Banking
2 weeks ago
Moncton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Relationship Manager, Commercial Banking
2 weeks ago
Moncton, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Client Relationship Manager, Commercial Banking - PEI and New Brunswick locations Requisition ID: 236440 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Relationship Manager (CRM) possesses a good understanding of financial products and...
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City of Moncton, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Client Relationship Manager for its Commercial Banking division in Moncton and Charlottetown. The ideal candidate will have a proven track record in business development, strong sales and communication skills, and knowledge of commercial banking products. This is an opportunity to build client relationships and...
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City of Moncton, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Client Relationship Manager for its Commercial Banking division in Moncton and Charlottetown. The ideal candidate will have a proven track record in business development, strong sales and communication skills, and knowledge of commercial banking products. This is an opportunity to build client relationships and...
