Client Relationship Manager

Discover

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 - 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.

What you'll do

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.

What you'll need

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.

A little bit about us

Assumption Life

At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.

Assumption Life is deeply committed to its community's development

Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.

An employer of choice

We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.

Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing

Are you interested?

Work With Us

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.