Desjardins Account Manager developing and selling financial solutions to small commercial organizations. Managing client relationships, credit risk, portfolio profitability and business growth.
IA
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
Posted 4 days ago
About the role
- Client Relationship Manager supporting iA Financial Group’s insurance partnerships and affinity markets. Driving client relationships, portfolio growth, retention, and strategic business development.
Responsibilities
- Support the end-to-end experience for Partnerships and Affinity clients, brokers, partners, third-party administrators, and third-party payors across renewals, new business, implementations, marketing activities, and ongoing relationship management
- Build and maintain proactive relationships with clients, partners, brokers, and key stakeholders through regular communication, issue resolution, follow-up activities, and coordinated service delivery
- Act as a central point of coordination between external stakeholders and internal teams, ensuring requests, priorities, and service commitments are addressed efficiently and aligned with business objectives
- Support client, partner, broker, and market-facing meetings by preparing presentations, reports, business updates, background materials, follow-ups, and action plans
- Contribute to business development, growth, retention, and client acquisition initiatives
- Identify opportunities to strengthen existing relationships and expand portfolios
- Collaborate with Regional Offices, Marketing, Underwriting, Actuarial, Finance, Claims, Compliance, Administration, and Client Service
- Monitor portfolio performance indicators including growth, retention, profitability, persistency, client satisfaction, and service metrics
- Support reporting and business reviews
- Gather and analyze market intelligence, competitive information, client insights, and operational data
- Support strategic planning, renewals, business decisions, and continuous improvement initiatives
Requirements
- 5+ years of experience in group benefits, special risk insurance, affinity markets, partnerships, client relationship management, financial services, or a related field
- Experience supporting client, broker, partner, or market-facing relationships
- Exposure to sales, marketing, business development, or account management considered an asset
- Post-secondary education in business, marketing, finance, or a related discipline
- LOMA, CEBS, or a related designation considered an asset
- Strong relationship-building, communication, negotiation, and stakeholder management skills
- Ability to influence and collaborate effectively across diverse groups
- Strong business acumen and analytical capabilities
- Ability to interpret data, identify opportunities, and support growth, profitability, and client experience objectives
- Highly organized and able to manage multiple priorities, projects, stakeholders, and deadlines in a fast-paced environment
- Integrity, accountability, professionalism, and sound judgment
- Commitment to delivering exceptional client and partner experiences
- Advanced written and verbal proficiency in English
- French considered an asset
Benefits
- A work environment where learning and development merge with a collective pursuit of excellence
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
- Hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
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