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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management skills, with a focus on understanding client needs and delivering high-quality service. Proficient in coordinating internal teams and managing multiple client accounts in a B2B environment.
Highest-signal resume keywords
Client Relationship ManagementAccount ManagementB2B ExperienceChartered Insurance Professional (CIP)Bilingual Communication (French and English)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Account ManagementBusiness AnalysisReport PreparationRisk ManagementClient Feedback Analysis
Soft Skills
Interpersonal SkillsProblem-SolvingOrganizational SkillsInfluencing SkillsCommitment to Client Experience
Tools & Technologies
Microsoft OfficePowerPointExcel
Certifications & Qualifications
Chartered Insurance Professional (CIP)
Industry Keywords
InsuranceFinancial ServicesClient RetentionStakeholder ManagementService Evolution
About the role
Key responsibilities & impact- Manage relationships with assigned clients on a daily basis.
- Act as the primary point of contact and build lasting, trust-based relationships.
- Understand clients’ businesses, challenges, objectives, and priorities in order to act as a business partner.
- Plan, prepare, and lead periodic meetings, business reviews, and client follow-ups.
- Define information requirements for business reviews and client reports.
- Collaborate with internal teams responsible for producing reports.
- Coordinate client requests and needs with internal teams.
- Follow up on commitments, requests, action plans, timelines, and service levels.
- Monitor client satisfaction and proactively identify risks related to business relationships.
- Implement initiatives that support client retention and loyalty.
- Take ownership of client issues, coordinate their resolution, and ensure appropriate follow-up.
- Gather and analyze client feedback to improve services and the client experience.
- Identify emerging needs and opportunities to improve or adapt services.
- Contribute to discussions regarding service evolution and account renewals.
- Collaborate with VPs, managers, claims teams, legal departments, data analysts, risk management teams, brokers, suppliers, and partners.
Requirements
What you’ll need- College or university education in business administration, management, insurance, communications, or a related field.
- Minimum of 5 years of experience managing multiple client accounts, client relationships, or in a comparable role, ideally in the insurance or financial services sector.
- Minimum of 5 years of experience in account management, client relations, or a comparable role.
- Experience in a B2B environment.
- Chartered Insurance Professional (CIP) designation is an asset.
- Excellent command of French and English, both spoken and written, to serve clients across Canada.
- Excellent interpersonal skills and the ability to build lasting, trust-based relationships.
- Strong client focus and commitment to delivering a high-quality client experience.
- Excellent verbal and written communication skills.
- Ability to understand clients’ business challenges and act as a business partner.
- Ability to influence and mobilize various stakeholders without direct supervisory authority.
- Excellent organizational, planning, and priority management skills.
- Ability to manage multiple files simultaneously in a changing environment.
- Sound judgment, analytical skills, and a proactive approach to problem-solving.
- Ability to manage sensitive situations and maintain positive relationships while resolving issues.
- Comfortable using technology and highly proficient in Microsoft Office, particularly PowerPoint and Excel.
Benefits
Comp & perks- Offices available in Saint-Lambert or Terrebonne, depending on your location.
- Hybrid work arrangement to support work-life balance.
- Group insurance.
- Health Spending Account.
- Employee and Family Assistance Program.
- Telemedicine.
- Retirement savings plan with employer contributions.
- 7 personal days.
- Birthday day off.
- Bonus program.
- Training reimbursement program.
