Client Relationship Manager supporting Desjardins Insurance’s SME group retirement clients. Advising partners and clients while developing personalized solutions and improving service quality.
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 and 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 due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Knowledge of group retirement plans
Ability to advise and support partners, collaborators and clients on solutions and strategies
Ability to analyze client needs and develop personalized solutions
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 at any stage, upon request
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