Client Relationship Management
3 months ago
**We will count on you to**:
- Manage and process transactions including issuance of Auto ID Cards, Certificates of Insurance, Invoicing, accounting discrepancies, receivables, including sending documentation to appropriate parties
- Work with colleagues across functions and our leadership team to identify and propose continuous improvement opportunities with the goal of streamlining processes, gaining efficiencies and improving customer experience
- Analyze existing coverages, determine client specific needs, counsel client and recommend coverages accordingly, identify cross sell opportunities
- Manage claims reporting, collect and document details empathetically and professionally, submit to the carriers accurately and in a timely manner, in accordance with their standard processes
- Successfully contribute to the achievement of agreed upon Service Level Agreements (SLA), Key Performance Indicators (KPI) and business objectives
- Be agile and proactive; able to manage and prioritize multifunctional tasks collaborate with colleagues in different programs when required to balance workload and meet our clients’ business needs
- Build and maintain strong working relationships with internal and external stakeholders
- Ensure exceptional client experience and service delivery
- Take ownership of personal development and professional growth, proactively improving knowledge and skills
**What we’re looking for**:
- College/university degree or equivalent work experience
- 1-2 years’ work experience in personal or commercial lines insurance, financial sector etc.
- Experience working in a Service Centre environment
- Proven ability to work in a fast-paced Service Centre environment
- Dedicated to providing exceptional customer service
- Clear and concise oral and written communication skills
- Excellent organizational skills, ability to prioritize work and meet deadlines
- Excellent interpersonal skills - ability to work within a team
- Proficient in Microsoft Office tools (or equivalent) - Outlook, Word and Excel
**What makes you stand out**:
- Bilingual (Clear and concise oral and written communication skills in both English and French)
- Commercial insurance licenses in multiple provinces
- Working towards CAIB or CIP / PAA (Quebec) considered an asset
-
Client Relationship Manager
4 months ago
Montréal, QC, Canada Lenovo Full time**General Information**: - Req #- WD00070547- Career area: - Sales- Country/Region: - Canada- State: - Quebec- City: - Montreal- Date: - Tuesday, August 27, 2024- Working time: - Full-time**Additional Locations**: - Canada - Quebec - Montréal **Why Work at Lenovo**: We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is a...
-
Client Relationship Specialist
2 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As a Client Relationship Specialist, you will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators...
-
Client Relationship Manager
6 months ago
Montréal, Canada ILCO TRANSIT Full timeILCO TRANSIT is a transportation and logistics company. We pride ourselves in delivering elite, excellent customer service while creating seamless transportation solutions for our clients. We are seeking a dynamic and personable Client Relationship Manager to join our logistics and transportation team. This role involves a combination of sales, customer...
-
Bilingual Principal, Client Success Relationship
3 months ago
Montréal, QC, Canada ADP Full time**ADP is hiring a Bilingual **Principal, Client Success Relationship Manager** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Well, this may be the role for you. Ready to make your mark? As a **Bilingual** Principal, Client Success Relationship Manager**, at ADP we are driven by your...
-
Client Relationship Manager
4 months ago
Montréal, QC, Canada Lenovo Full time**General Information**: - Req #- WD00070653- Career area: - Sales- Country/Region: - Canada- State: - Quebec- City: - Montreal- Date: - Friday, August 23, 2024- Working time: - Full-time**Additional Locations**: - Canada - Quebec - Montréal **Why Work at Lenovo**: We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is a...
-
Client Relationship Leader
6 months ago
Montréal, Canada LifeWorks Full timeTELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...
-
Bilingual Client Success Relationship Manager
6 months ago
Montréal, Canada ADP Full time**ADP is hiring a Client Success Relationship Manager** - Are you looking to grow your career in an agile, dynamicenvironment with plenty of opportunities to progress? - Do you want to continuously learn through ongoing training, development, and mentorship opportunities? - Are you looking to be yourself in a culture that values equity, inclusion, and...
-
Bilingual Client Success Relationship Manager
6 months ago
Montréal, Canada ADP Full timeThe Client Success Relationship Manager serves as an advocate of ADP's Global HCM Solution and Service capabilities, while driving ADP's message as a world leader in the HCM industry into the client base. The role supports ADP Canada's Comprehensive Services - Majors level clients. Key areas of focus include the development / ongoing management of strong,...
-
Client Relationship Management
7 months ago
Montréal, Canada Marsh & McLennan Companies Full time**Client Relationship Management - Analyst** Client Service Representative Commercial Programs and Affinity Center of Excellence We are currently recruiting for dynamic, motivated, customer service oriented colleagues with experience in the insurance industry to join our growing Commercial Programs and Affinity COE team. You will be the first point of...
-
Bilingual Client Relationship Manager
2 weeks ago
Montréal, Canada The Canada Life Assurance Company Full timeBase + Comm The Client Relationship Manager role focuses on developing strong relationships through proactive, in person servicing of group retirement plan customers located within a geographical region. This role is primarily aligned to our largest and most complex clients, participating in finalist presentations and working closely with a team to...
-
Client Relationship Manager Ii
6 months ago
Montréal, Canada BGIS Full time**Who We Are** **SUMMARY** **KEY DUTIES & RESPONSIBILITIES** **Client Relationship** - Foster new and existing client relationships at an executive level with identified business units relating to the workplace. - Consult and meet with clients to determine needs, preferences, budget and timeline, specific purpose of the space and/or project and other...
-
Supervisor - Client Relationship Management
6 months ago
Montréal, Canada Medina Quality Full timeMQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...
-
Auditor - Client Relationship Management
7 months ago
Montréal, Canada Medina Quality Full timeMQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...
-
Client Relationship Manager, Commercial Banking
6 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 199633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Relationship Manager, Commercial Financial
1 month ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your...
-
Relationship Manager, Business Banking
2 weeks ago
Montréal, QC, 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...
-
IT Client Relationship Manager-
3 months ago
Montréal, QC, Canada Société Générale Full time**Responsibilities**: **ABOUT THE JOB**: Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients. With IT & Operations teams working side by side under the same leadership, the goal of GBTO is to meet the evolving needs of its clients and market requirements, as...
-
Manager - Client Relationship Management
7 months ago
Montréal, Canada Medina Quality Full timeMQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...
-
Client Relationship Manager, Commercial Banking
6 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 175771 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Associate, Relationship Management, Corporate
4 weeks ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As Associate, Corporate Client Group (“CCG”), you will report to the Managing Director (Relationship Management). You will work directly with our senior team members and support them in serving current client needs and marketing target companies. RBC CCG is a team of senior coverage officers and credit...