IA Financial Group

Client Relationship Manager, Group Benefits & Retirement Solutions (Insurance)

IA Financial Group$65K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in group insurance, client service, or account management
  • Strong communication and presentation skills
  • Demonstrated ability to build relationships and establish trust
  • Proficiency in Microsoft Office, including PowerPoint
  • Knowledge of insurance administration, claims, underwriting, and billing processes
  • Ability to work autonomously and handle complex situations
  • Valid driver's license and availability for provincial travel

Responsibilities

  • Build and maintain relationships with plan sponsors and administrators
  • Deliver training and ongoing client support on products and services
  • Proactively identify client needs and recommend tailored solutions
  • Collaborate with internal teams to enhance client retention
  • Contribute to improvements in service model and share expertise with colleagues

Benefits

  • Flexible group insurance and competitive pension plan
  • Stock purchase plan and vacation days
  • Wellness and personal development days
  • Telemedicine and employee assistance programs
  • Ergonomic furniture program and performance bonus
  • Discounts on company products
  • Hybrid work environment with flexible arrangements
Full Job Description
Job Description

As a Client Relationship Manager, Group Benefits & Retirement Solutions (Insurance), you will play a key role in strengthening client loyalty and ensuring an outstanding experience for our group insurance clients. Acting as a trusted advisor, you will collaborate closely with plan sponsors, administrators, and internal partners to support their evolving needs and promote the value of our solutions and services.

This position is a great opportunity to showcase your expertise in group insurance and relationship management while fully realizing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you'll accomplish with us

As a Client Relationship Manager, you'll be at the core of our mission. Here are the main responsibilities:
  • Build, develop, and maintain strong relationships with plan sponsors and administrators, serving as their dedicated point of contact and trusted advisor.
  • Deliver training and ongoing support on our products, tools, and services while ensuring an exceptional client experience.
  • Understand client needs, proactively identify opportunities for improvement, and recommend solutions aligned with organizational objectives and service standards.
  • Collaborate with internal teams, including Sales and Education, to support client retention, engagement initiatives, and business development opportunities.
  • Contribute to the continuous improvement of our service model and share best practices, knowledge, and expertise with colleagues across the team.


What could accelerate your success in this role

We're looking for someone who:
  • Is known for their ability to build strong relationships and establish trust with clients and partners.
  • Stands out for their customer-focused approach and commitment to delivering exceptional service.
  • Demonstrates strong communication, presentation, and conflict-resolution skills.
  • Is recognized for their autonomy, initiative, and ability to navigate complex situations with confidence.
  • Has a minimum of 5 years of experience in group insurance within a client service, account management, or sales-related environment.
  • Possesses in-depth knowledge of group insurance products, administration, claims, underwriting, contracts, and billing processes.
  • Has experience managing relationships with clients, advisors, and key stakeholders.
  • Is comfortable using Microsoft Office applications, including PowerPoint, and demonstrates an interest in leveraging AI tools to enhance efficiency.
  • Holds a valid driver's license and has access to a vehicle.
  • Is available to travel within the province, with occasional travel to other provinces.
  • Advanced level of English proficiency is required, as the role involves leading meetings, delivering training, managing client relationships, resolving service-related issues, and collaborating with plan sponsors, administrators, advisors, and internal stakeholders across Canada on a regular basis.


Why you'll love working with us
  • A work environment where learning and development merge with a collective pursuit of excellence;
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
  • The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
  • Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!


Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply - your place might be with us, and we want to get to know you!

The typical hiring range for this position is between 65 000$ and 110 000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)
Toronto / 26 Wellington Street East

Other Possible Location(s)

Company

iA Financial Group

Posting End Date
2026-07-21

About IA Financial Group

IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
Learn more about IA Financial Group
Size
5,500 employees
Industry

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