Senior Client Relationship Manager 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.” 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.





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 Manage the lead funnel by maintaining regular communication with clients and providing weekly status updates A post-secondary degree or diploma in a relevant field.

Experience in a client servicing role in the insurance or financial industries. Strong computer literacy, including programs such as Microsoft Office, HubSpot, and Calendly. 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. Full time Customer Service, Administrative, and General Business

📌 Client Manager / Accounts Senior (Dartmouth)
🏢 Summit Search Group
📍 Dartmouth