Client Relationship Manager

2 weeks ago

Toronto, Canada Canadian Premier Full time

**Role**

Reporting to the AVP, Creditor and Affinity and Association, the Client Relationship Manager (CRM) is responsible for the overall client experience, sales and profitability for an assigned client block. In this role, you will interact with plan sponsors, consultants, and other partners to promote our products, tools, and services. You will manage changes in plans, negotiating renewals and education requests. You will work effectively with other teams across the organization to drive strategic revenue generation and new business opportunities, promoting new products and services, and maintaining financial stability of the plan. The CRM will participate in formal and informal presentations promoting our capabilities and services to both new and existing clients, as well as generally within the consulting and advisor community.

**Duties and Responsibilities**
- Build strong client relationships that will be measured through client retention, client satisfaction, and profitability
- Create and deliver business plans for key clients and large implementations
- Build sponsor understanding of our tools and services to ensure clients are receiving optimal value and realizing potential benefits
- Manage escalated requests effectively and efficiently
- Run presentations and new products/services promotions to boost sales growth
- Educate clients on administrative and legislative processes and requirements such as federal and provincial legislative changes and evolving technological enhancements
- Work collaboratively with internal partners with respect to pricing, renewals, plan changes, administration, and marketing

**Qualifications / Skills and Experience**
- 5+ years of experience in the group insurance industry
- Excellent verbal and written communicator and demonstrated ability to present effectively
- Strong negotiating and influencing skills
- Self-starter with the ability to manage work with limited direction
- Proven problem-solving capability, with the ability to think creatively, satisfy client demands and propose solutions
- Customer-focused mindset with an ability to build and nurture long-standing relationships with clients, partners, and peers
- Ability to make sound decisions balancing business and customer needs
- Solid knowledge of PowerPoint, Word, Excel
- Some travel expected, must have a valid driver’s license

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