Client Relationship Manager supporting SME clients with group retirement savings solutions at Desjardins Insurance. Advising clients and partners while improving service quality and outcomes.
Responsibilities
Develop and maintain business relationships with Desjardins Insurance clients in the SME segment
Analyze client needs and develop and implement personalized solutions
Advise and assist current and potential members and clients, as well as various collaborators
Advise and support partners, collaborators and clients on the best solutions and strategies
Determine target outcomes
Ensure client satisfaction and a high level of service quality
Follow up and implement improvements as needed
Stay on top of the latest trends, opportunities and best practices in the field
Requirements
Bachelor's degree in a related field
A minimum of four years of relevant experience
Other combinations of qualifications and relevant experience may be considered
A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
Advanced proficiency of French, both oral and written
Advanced proficiency of English, both oral and written
Action oriented
Business insight
Complexity
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Recruitment process accommodations available upon request
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