Manager, Client Relationship, Central & Atlantic Canada

Description

About iA

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.