Canada Life

Client Relationship Manager

Canada Life

full-time

Posted on:

Location Type: Office

Location: Winnipeg • Canada

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Salary

💰 CA$53,900 - CA$94,800 per year

About the role

  • Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
  • Creating and maintaining an annual business plan.
  • Collaborate with sales to support persistency and execution targets.
  • Effectively highlight areas of opportunity and growth and action to capture those.
  • Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
  • Provide direct input into communication and education strategies.
  • Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
  • Lead and handle project management, marketing, communication projects, changes to HRIS or other systems.
  • Participates in head office advisory field committees.
  • Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered.
  • Is a peer resource for other team members and is involved in their training and development.

Requirements

  • 5+ years of experience in Group Retirement services
  • High level of Group Retirement technical expertise
  • CEBS designation an asset
  • Post-secondary education in a related field demonstrating knowledge and understanding of business principles
  • Highly skilled in networking and building connections
  • A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
  • Highly adaptable, driven to be your best, and proven initiative
  • Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
  • Proficiency with MS Office programs (Word, Excel & PowerPoint)
  • Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow through
  • Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
  • Strong presentation skills
  • Demonstrated ability to build strong relationships with Clients and Consultants
  • Ability to work closely with the sales team and the finalist sales presentations
  • Comfort working independently and as part of a larger team.
  • Valid driver’s license and vehicle are necessary due to the travel requirements.
Benefits
  • Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
  • Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
  • In addition to regular vacation and personal days, we support community involvement with a volunteer day.
  • Company-matching pension plan, share ownership program and additional investment options.
  • Employee recognition programs, service milestone celebrations, employee discounts and more!
  • We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Group Retirement servicesproject managementcommunication strategiesRFP responsesHRISbusiness planninganalytical aptitudepresentation skillsnetworkingcross selling
Soft Skills
relationship buildingcommunicationcollaborationadaptabilityinitiativeorganizational talentself-managementprioritizationproblem solvingteamwork
Certifications
CEBS designation