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Client relations Advisor Group Insurance

Apply now Job ID 18398135200 Date posted 11/18/2021

Primary Locations: Québec, Quebec

Employee Status: Regular

Schedule: Full-time


National Bank Insurance Firm is presently seeking a Client Relations Advisor to take care of our clients based in the region of Quebec.

This position reports to the Director client services, Group insurance plan, your role in the team will be to:

  • Remotely evaluate and identify clients’ needs and suggest the right solutions from our insurers and partners
  • Establish and maintain efficient communications with different stakeholders regarding business development, implementation and renewal of group insurance plans and customer services
  • Manage priorities and client expectations regarding our global offering

More specifically, you will have to: 

  • Present renewals and options for group insurance plans of our SME sector clients
  • Provide recommendations, over the phone, to ensure client retention
  • Support clients with complex questions regarding group insurance plan (explanation of payroll deductions and tax optimization)
  • Provide excellent customer service and advanced support to administrators and resolve our clients’ problems regarding group insurance plan
  • Guide our clients, particularly with implementation and renewals of group insurance plans, specialized products and support with insurer’s website
  • Develop and maintain an expertise in group insurance plans offered on the market
  • Eventually, take charge of internal referencing for the SME sector client and work through a complete sales cycle
  • The tasks and responsibilities may evolve depending on operational needs of the sector

  • Bachelor’s degree in a related field and an experience of two years OR Master’s degree in a related field OR University certificate and an experience of four years
  • Licence in group insurance and group annuity plan delivered by the Autorité des Marchés Financiers or planning to obtain it
  • Minimum of four years of experience with group insurance plan with an insurer or a broker
  • Excellent knowledge of Excel, Word and PowerPoint
  • Knowledge of Salesforce, an asset
  • Knowledge of the challenges and realities of SMEs, an asset
  • Ease of business development
  • Knowledge of pricing concepts for group insurance plans
  • Manage priorities
  • Solid ability to adapt to change
  • Strong customer service skills and problem-solving skills
  • Bilingualism, both spoken and written (English and French), essential

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us,  and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

JobField: Insurance

Unposting Date: 2021-12-03

Job Number: ADM001IQ

Posting Date: 2021-11-19

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