Group Insurance Client Manager

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
60K-100K Annually
Mid level
Fintech • Insurance • Payments • Financial Services
The Role
Serve as the primary contact for a portfolio of group insurance clients in Western Canada, managing relationships, presenting and training clients, supporting sales opportunities, communicating product and industry updates, improving service models, and collaborating with internal teams to drive client satisfaction and retention.
Summary Generated by Built In
Job Description

Build your future with iA

Are you passionate about delivering outstanding client experiences and building long-term relationships? As a Client Relationship Manager (Group Insurance), you will play a key role in ensuring client satisfaction, retention, and the ongoing development of strong partnerships with plan sponsors and advisors.

This position is a great opportunity to showcase your skills and fully leverage your potential within a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with iA

As a Client Relationship Manager (Group Insurance), you will be at the heart of our mission. Here are the main responsibilities:

  • Act as the primary point of contact for a portfolio of clients in Western Canada.
  • Develop, manage, and strengthen long-term relationships with plan sponsors.
  • Present in client service meetings and employee sessions.
  • Deliver comprehensive training to clients on our products, services, and tools.
  • Manage client expectations through clear and effective communication.
  • Understand client needs and provide solutions aligned with service standards.
  • Collaborate with the education team to enhance member engagement and participation.
  • Proactively communicate updates on products, services, and industry changes.
  • Partner with the sales team to support new business opportunities and present at finalist presentations.
  • Contribute to the development and continuous improvement of service models and strategies.
  • Share insights, best practices, and knowledge with peers to drive team success.

Who will be successful with iA

We are looking for someone who:

  • Has at least 3 years of experience in group insurance or a related client relationship management role.
  • Holds a college diploma or bachelor’s degree in finance, administration, or a related field, or any other relevant combination of education related to group insurance.
  • Is recognized for strong technical expertise in group insurance.
  • Stands out for excellent communication, presentation, and influencing skills.
  • Demonstrates strong organizational skills and the ability to manage multiple priorities under pressure.
  • Is recognized for the ability to build trust-based relationships with internal and external stakeholders.
  • Has advanced level of English proficiency, as the role involves communicating, presenting, and interacting with clients, advisors, and partners located in Western Canada on a regular basis.

Why you will love working with iA

  • A work environment where learning and development blend with a shared pursuit of excellence.
  • A healthy, safe, equitable, and inclusive environment where everyone’s potential can be fully expressed and developed.
  • The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
  • Competitive benefits: Flexible group insurance plans, competitive retirement plan, share purchase plan, vacation and personal wellness days, telemedicine, employee and family assistance program, ergonomic equipment program, performance bonus, discounts on iA products, and more!

Apply now and take the lead in a career where your talent truly matters!

At iA, we believe in potential and value diverse experiences. If this role inspires you, go for it – your place might be with us and we want to get to know you!

The typical hiring range for this position is $60 000 to $100 000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience and internal equity related to the position. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)Calgary / 401 9 Ave SW

Other Possible Location(s)Vancouver / 988 Broadway West
Company

iA Financial Group

Posting End Date2026-06-23Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

Skills Required

  • Minimum 3 years experience in group insurance or related client relationship management role
  • College diploma or bachelor’s degree in finance, administration, or related field (or equivalent combination)
  • Strong technical expertise in group insurance
  • Excellent communication, presentation, and influencing skills
  • Strong organizational skills and ability to manage multiple priorities under pressure
  • Ability to build trust-based relationships with internal and external stakeholders
  • Advanced level of English proficiency for regular client/advisor interactions in Western Canada
  • Willingness/ability to support and engage clients located in Western Canada (regional focus)
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The Company
HQ: Quebec
8,690 Employees
Year Founded: 1892

What We Do

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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