Client Manager

Benefits by Design (BBD), a Division of People Corporation

Base: $55,000 - $70,000 py; bonus/equity: not spec...
2-4 years work experience in client services
Strong problem solving and critical thinking skills
Ability to interpret complex contracts
The Client Manager is responsible for managing and retaining an assigned block of business while maintaining excellent service with advisors and clients

Job Summary

  • The Client Manager is responsible for managing and retaining an assigned block of business while maintaining excellent service with advisors and clients.
  • This role involves mentoring, coaching, and supporting the development of the Customer Success team to achieve client success outcomes.
  • Benefits include extended health care and dental benefits, a retirement savings plan with company contributions, and assistance for industry designations.

Matching Summary

The Client Manager is responsible for managing and retaining an assigned block of business while maintaining excellent service with advisors and clients.

Salary

Base: $55,000 - $70,000 per annum; Bonus/Equity: Not specified; Benefits: Extended health care, dental, retirement savings, wellness programs

Skills & Requirements

Must-have

  • 2-4 years work experience in client services
  • Strong problem solving and critical thinking skills
  • Ability to interpret complex contracts

Nice-to-have

  • Creative and innovative approach to problem solving
  • Training in customer service
  • Flexible to adapt to changing environment

Key Requirements

  • 1-2 years post-secondary education in relevant field
  • GBA Designation (asset)
  • Advanced industry and insurance knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter