Manager, Client Relationship, Central & Atlantic Canada

Job Description

About iA

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

About the Role

The Manager of Client Relationship Team is a role within our Group Benefits and Retirement Solutions the service team based in Ontario. The candidate will be responsible for developing, implementing and maintaining service strategies along with leading, mentoring and developing their regional service team.

Strategy

• Developing, implementing and maintaining our service model and strategies. Working alongside other GBRS managers across Canada to ensure a consistent service approach in both lines of business, Group Insurance and Group Retirement.

• Understanding and improving process’ to better engage and support your service team and clients. Working with other internal stakeholder teams to build these seamless process’. This includes actively participate, promote and engage in iA Financial GSR’s Lean philosophy-participation in A3s, Kaizens, DMS’s and other Lean initiatives.

• Understanding the regional client and distribution channels, enhancing and supporting the service team with those crucial relationship building opportunities.

• Planning and executing any service projects in respect to new tools or technology. Working with internal stakeholders to ensure the clients needs are understood and met. Engaging any subject matter experts or internal teams to ensure a seamless launch.

Management

• Coaching the service team; mentoring and empowering your team to understand the line of business, strategies and any new technology/tool releases.

• Lead service team conference calls (DMS for GSR line of business and Joint DMS for GSR and Group Insurance). Developing the appropriate content for these meetings to help in the execution of key strategies; best practices, training, collaboration on events etc.

• Accountable for ensuring client satisfaction within direct team is met and any new competitive information, client escalations or improvements are brought up within the management meetings.

The Ideal candidate:

• 8+ years of group insurance or group pension knowledge and experience

• Ability to travel to within Ontario to support client and distribution channel needs.

• Experience and understanding of the Lean Philosophy – A3’s, Kaizens and DMS’s

• Expected to have strong and effective communication, presenting, persuasion and planning skills

• Proven experience developing client service strategies with strong problem-solving abilities.

• Proven people management & leadership skills.

• Highly collaborative approach and ability to work with cross functional teams

• Strong leadership skills with a demonstrated track record of success in developing high performing team

• A professional who is highly motivated by new challenges

• The ideal candidate has a university degree in a related field of studies with good knowledge of capital accumulation plans, defined benefit plans and investments.

Location(s)Toronto, Ontario

Other Possible Location(s)
Company

iA Financial Group

Posting End Date2025-01-06

Company 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.

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.