Reporting to the Director, Service, Group Insurance, the Client Relationship Manager, Calgary (CRM) is responsible for an assigned block of business.
The CRM is responsible for building and maintaining strong business relationships with plan administrators and advisors who have a significant impact on the decision to place and retain business with the company.
To this end the CRM is required to proactively service clients and advisors by conducting plan administrator training sessions and employee education sessions in person and via WebEx as well as participate in finalist presentations as required.
The CRM will be the main point of contact for escalated administrative and claim issues which will require investigation, communication and a focus on achieving a timely resolution.
This role allows an individual the opportunity to participate in projects and process improvement working groups. The CRM regularly provides input into product and process development.
The CRM is an integral part of the Group Sales and Service office that has a direct impact on the success of the division as a whole.
This position is located in Calgary, Alberta office.
Qualifications : Education :
Excellent training skills, ability to educate clients and advisors with respect to company systems, products, benefits, processes and procedures