Client Relationship Manager
Core
Managing assigned client portfolios to ensure satisfaction, retention, and growth through direct communication, service delivery, and sales execution.
Role type
Client Relationship Manager (B2B)
Builds
Client service programs and retention strategies for disability management clients
Domain
Disability management / Insurance / Claims administration
Deliverable
client delivery
Required skills
Client portfolio management, B2B sales execution, complaint resolution, data reporting, new account setup, cold calling, Microsoft Office proficiency
Preferred skills
Knowledge of WCB/WSIB systems, analytical reasoning, public speaking, project coordination
Technologies
TeksMed systems, Claim Management System, Microsoft Office, CRM programs
Responsibilities
Manage assigned client portfolio and ensure satisfaction/retention; Prioritize client interactions by value segment; Handle day-to-day client services and address complaints; Conduct new client setups and present orientations; Execute sales and seek growth opportunities within portfolio; Prepare and present detailed reports for clients; Coordinate client meetings and report schedules; Update internal systems and gather data from provincial board sites; Follow close-out procedures for client cancellations.
Seniority
Individual Contributor