The Customer Relations Manager will work alongside with the Implementation Manager on new client implementations ensuring the client has a smooth and exceptional transition. The CRMs will provide their new client a thorough administration training on our services and products.
Develop and maintain close business relationships with market intermediaries and assigned clients. Sell new contracts, provide post-sale service and renew an existing portfolio worth several million dollars in annual premiums.
The individual will work with the VP, Fund Governance & Oversight and other iA Financial Group companies to formalize and maintain policies and procedures to ensure iA Clarington is adopting the best governance and oversight practices.
Coordinate the development of Group Savings and Retirement products and develop various product promotion and positioning strategies while respecting the vision and priorities of both sectors. You will work closely with the Director and other teams from these sectors, as well as with internal partners.
Build a Business Plan that supports achievement of your Quota.Accurately forecast your sales funnel .Research target opportunities and generate account leads.Identify and document all key influencers within your accounts.