About the role

Account Manager managing assigned client portfolios for an insurance and financial services provider. Coordinating business reviews, issue resolution, retention, and service growth.

Responsibilities

Manage relationships with assigned clients on a daily basis.
Act as the primary point of contact and build lasting, trust-based relationships.
Understand clients’ businesses, challenges, objectives, and priorities in order to act as a business partner.
Plan, prepare, and lead periodic meetings, business reviews, and client follow-ups.
Define information requirements for business reviews and client reports.
Collaborate with internal teams responsible for producing reports.
Coordinate client requests and needs with internal teams.
Follow up on commitments, requests, action plans, timelines, and service levels.
Monitor client satisfaction and proactively identify risks related to business relationships.
Implement initiatives that support client retention and loyalty.
Take ownership of client issues, coordinate their resolution, and ensure appropriate follow-up.
Gather and analyze client feedback to improve services and the client experience.
Identify emerging needs and opportunities to improve or adapt services.
Contribute to discussions regarding service evolution and account renewals.
Collaborate with VPs, managers, claims teams, legal departments, data analysts, risk management teams, brokers, suppliers, and partners.

College or university education in business administration, management, insurance, communications, or a related field.
Minimum of 5 years of experience managing multiple client accounts, client relationships, or in a comparable role, ideally in the insurance or financial services sector.
Minimum of 5 years of experience in account management, client relations, or a comparable role.
Experience in a B2B environment.
Chartered Insurance Professional (CIP) designation is an asset.
Excellent command of French and English, both spoken and written, to serve clients across Canada.
Excellent interpersonal skills and the ability to build lasting, trust-based relationships.
Strong client focus and commitment to delivering a high-quality client experience.
Excellent verbal and written communication skills.
Ability to understand clients’ business challenges and act as a business partner.
Ability to influence and mobilize various stakeholders without direct supervisory authority.
Excellent organizational, planning, and priority management skills.
Ability to manage multiple files simultaneously in a changing environment.
Sound judgment, analytical skills, and a proactive approach to problem-solving.
Ability to manage sensitive situations and maintain positive relationships while resolving issues.
Comfortable using technology and highly proficient in Microsoft Office, particularly PowerPoint and Excel.