Sales and Service Client Manager

**Looking for your next Challenge?**

**Your Roles and Responsibilities**:

- Manages daily client relationships with policyholders/brokers to facilitate renewals, marketing programs and general client requests (marketing/policy/premium/claim administration, broker licensing and compliance)
- Renewal and Relationship management with our clients which includes communicating and presenting all renewal information in order to increase client retention
- Manage all sales initiatives and materials that will support sales. You will work with our marketing team, Account executives and our Regional Sales Director on creating and implementing sales proposals and initiatives focused on new as well as existing clients.
- Consulting with potential brokers/consultants in order to determine their requirements and strategize in ways that their needs can be met with Solutions products.
- Meeting with existing clients to implement any new products and assess if there are any sales opportunities
- Respond to any inquires or requests from clients and to build and maintain strong relationships with them
- Liaise with the account executives, marketing team, and regional sales directors to develop sales initiatives and materials that will support sales.
- Cultivate strategic relationships with our current Western Canadian brokers and third-party administrators in order to determine their requirements and strategize ways that their needs can be met with iASM products.
- Utilize current clients to implement new products sales opportunities.
- Manages daily client relationships with policyholders/brokers to facilitate renewals, marketing programs and general client requests (marketing/policy/premium/claim administration, broker licensing and compliance)
- Renewal and Relationship management with our clients which includes communicating and presenting all renewal information in order to increase client retention.
- Respond to any inquires or requests from clients and to build and maintain strong relationships with them

**Target Profile**:

- 5 or more years of Sales and Client Management Experience required. Experience in Special Risk Insurance is preferred
- High School, University, Diploma, certificate or related experience
- LOMA and CEBS or equivalent preferred
- Strong interpersonal, oral and written communication skills
- Strong analytical, negotiation and decision-making skills
- Bilingual (French-English) is a strong asset

**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.