The Client Manager is responsible for managing and retaining an assigned block of business while delivering excellent service and maintaining strong relationships with advisors and clients. They will mentor the Customer Success team and drive client success through innovative problem-solving and data-driven insights.
What You'll Do
- Achieve client success outcomes through a creative and innovative approach
- Manage and retain an assigned block of business in relation to plan design, cost containment initiatives and renewals
- Anticipate & recommend solutions and make decisions based on the needs of the client
- Gather and utilize client data to assist in identifying client-focused opportunities
- Building and maintain the advisor and/or Plan Administrator relationship
- Adapt to changing needs of both internal and external clients
- Mentor, coach and support the development of the Customer Success team
What We're Looking For
- 2-4 years previous work experience or equivalent in a similar role such as insurance or group benefits or client services
- 1-2 years post-secondary in relevant field of study; training in customer service an asset
- Problem Solving and critical thinking skills
- Strong relationship builder, collaborator, and communicator
- Demonstrated ability to interpret and understand of complex contracts
- Computer proficiency in MS Office: Word, Excel, and databases
- Creative and innovative approach to problem solving with the ability to make decisions, being solutions oriented
- Flexibility to adapt to a changing environment
Nice to Have
- Advanced industry and insurance knowledge
- GBA Designation an asset
Technical Stack
- MS Office: Word
- MS Office: Excel
- databases
Benefits & Compensation
- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.
