This range is provided by Summit Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range
CA$75,000.00/yr - CA$85,000.00/yr

Senior Client Relationship Manager

Dartmouth, NS

You know you’re meant for more.

You might be in an insurance company, a financial firm, or another professional services role right now… and you’re thinking: “I’m doing everything right — but I’m not getting anywhere.”

You handle clients like a pro.

You know the lingo.

You keep your promises and hit your deadlines.

But you’re not seeing a path forward.

No real leadership. No real prospect. Just more of the same.

That ends now.

You don’t need another “job.” You need a launchpad . If you’re stuck in a role that underestimates you...

If you crave growth, mentorship, meaning — and the opportunity to earn more and become more… This is your invitation to come build with us.

On behalf of our client in the insurance industry, we are looking for a Senior Client Relationship Manager in Dartmouth, NS. You’ll be the right hand to Wealth Coaches, making sure clients feel supported, cared for, and guided through every step of their journey. You’ll help manage the life insurance application process, communicate with providers, prep materials, and ensure our clients are blown away by their experience.

Key Responsibilities:

Collaborate with wealth coaches and clients to guide them through the life insurance application process from start to finish

Manage and elevate the overall client experience with a focus on responsiveness and professionalism





Oversee in-force policy servicing and maintain high standards of client care

Maintain accurate internal documentation and perform data entry in CRM software

Take ownership of tasks, follow through to completion, and keep all parties aligned to meet deadlines

Manage the lead funnel by maintaining regular communication with clients and providing weekly status updates

Provide weekly reporting on application progress and underwriting status to the team.

The Ideal Candidate Brings:

A post-secondary degree or diploma in a relevant field.

Experience in a client servicing role in the insurance or financial industries.

LLQP certification.

High attention to detail, organizational, and multi-tasking skills.

Strong computer literacy, including programs such as Microsoft Office, HubSpot, and Calendly.

Application Instructions:
For additional details, please contact Cynthia McCutcheon at Summit Search Group directly: [email protected] or call (phone hidden)

Please note that only those candidates who fulfill the requirements will receive a response.

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from all candidates regardless of ethnicity, race, religious beliefs, disability, age, gender identity, or sexual orientation. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

Seniority level
Associate

Employment type
Full-time

Job function
Customer Service, Administrative, and General Business

Industries
Insurance and Financial Services

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📌 Senior Client Relationship Manager (Nova Scotia)
🏢 Summit Search Group
📍 Nova Scotia