The Senior Manager, Client Success has the mandate on managing client relationships, growing a portfolio of accounts, and closing new business. The position works closely with advisors, plan administrators, and internal teams to understand client needs, deliver group advantages solutions, and support ongoing account management while meeting sales and retention goals.
Responsibilities
Deliver measurable client success outcomes using creative, innovative approaches
Manage the entire sales cycle and grow a designated portfolio of client accounts
Achieve sales results and close new business opportunities
Analyze client needs and provide tailored solutions
Build and maintain the advisor and plan administrator relationship
Develop and implement account strategies to meet sales targets
Conduct sales presentations and deliver proposals
Provide ongoing reporting, group management and foster relationship to advance sales with existing customers
Track all sales activities in CRM and report to senior management team
Provide suggestions and guidance to the technical/operations team
Perform other relevant duties as assigned
Required Skills & Experience
- 3+ years work experience in a similar role such as insurance or group benefits or client services
- Bilingual proficiency in written and oral communication
- Post‑secondary in relevant field of study
- Demonstrated knowledge of group benefits and related products
- Able to interpret and understand complex contracts
Nice to Have Skills & Experience
Creative and innovative approach to problem solving with the ability to make decisions, being results oriented
Demonstrates strong interpersonal skills while consistently projecting a professional image and demeanor
Maintains a positive attitude and collaborates effectively as a team player with both internal and external stakeholders
Valid Driver's License and access to a vehicle
GBA Designation an asset
Additional Information
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Sales and Business Development
Industries: Medical Practices and Health and Human Services
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📌 Remote Account Manager-Full Time (Montreal)
🏢 Insight Global
📍 Montreal
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