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Client Relationship Manager – Group Retirement Savings
Desjardins. Develop and maintain business relationships with Desjardins Insurance clients in the SME segment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining business relationships with clients in the SME segment, while providing personalized solutions and ensuring high levels of client satisfaction. Proficient in analyzing client needs and advising on group retirement plans, with advanced language skills in both French and English.
Highest-signal resume keywords
Bachelor's DegreeGroup Retirement Plans KnowledgeClient Needs AnalysisAdvanced French ProficiencyAdvanced English Proficiency
ATS Keywords
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Hard Skills
Client Relationship ManagementPersonalized Solutions DevelopmentService Quality AssuranceNeeds AnalysisStrategy Development
Soft Skills
Advisory SkillsCollaborationClient SupportCommunication
Certifications & Qualifications
Representative's Certificate for Group Annuity Plans
Industry Keywords
SME SegmentClient SatisfactionTrends and Best PracticesImprovements Implementation
About the role
Key responsibilities & impact- Develop and maintain business relationships with Desjardins Insurance clients in the SME segment
- Analyze client needs and develop and implement personalized solutions
- Advise and assist current and potential members and clients, as well as various collaborators
- Advise and support partners, collaborators and clients on the best solutions and strategies and determine target outcomes
- Ensure client satisfaction and a high level of service quality
- Follow up and implement improvements as needed
- Stay on top of the latest trends, opportunities and best practices in the field
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
- Advanced proficiency of French, both oral and written
- Advanced proficiency of English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Knowledge of group retirement plans
- Ability to advise and support partners, collaborators and clients on solutions and strategies
- Ability to analyze client needs and develop personalized solutions
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Recruitment process accommodations at any stage, upon request