Client Relationship Manager, Partnerships & Affinity Markets – Special Markets at iA Financial Group | BC, CA | Rezi

Client Relationship Manager, Partnerships & Affinity Markets – Special Markets at iA Financial Group

Client Relationship Manager, Partnerships & Affinity Markets – Special Markets

iA Financial Group · BC, CA

3 days ago

Client Relationship Manager, Partnerships & Affinity Markets – Special Markets

iA Financial Group · BC, CA

3 days ago
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About the Role

Support the national growth, retention, profitability, and relationship management objectives of the Partnerships and Affinity lines of business within iA Special Markets. Provide proactive relationship, portfolio, and business development support to clients, brokers, third-party administrators, third-party payors, partners, and internal stakeholders to deliver a high-quality client experience and contribute to sustainable growth and long-term partnerships.

Responsibilities

  • Support the end-to-end experience for Partnerships and Affinity clients, brokers, partners, third-party administrators, and third-party payors across renewals, new business, implementations, marketing activities, and ongoing relationship management.
  • Build and maintain proactive relationships with clients, partners, brokers, and key stakeholders through regular communication, issue resolution, follow-up activities, and coordinated service delivery.
  • Act as a central point of coordination between external stakeholders and internal teams, ensuring requests, priorities, and service commitments are addressed efficiently and aligned with business objectives.
  • Support client, partner, broker, and market-facing meetings by preparing presentations, reports, business updates, background materials, follow-ups, and action plans.
  • Contribute to business development, growth, retention, and client acquisition initiatives while helping identify opportunities to strengthen existing relationships and expand portfolios.
  • Collaborate with cross-functional teams including Regional Offices, Marketing, Underwriting, Actuarial, Finance, Claims, Compliance, Administration, and Client Service to support growth initiatives and client needs.
  • Monitor portfolio performance indicators including growth, retention, profitability, persistency, client satisfaction, and service metrics, while supporting reporting and business reviews.
  • Gather and analyze market intelligence, competitive information, client insights, and operational data to support strategic planning, renewals, business decisions, and continuous improvement initiatives.

Requirements

  • Has 5+ years of experience in group benefits, special risk insurance, affinity markets, partnerships, client relationship management, financial services, or a related field.
  • Has experience supporting client, broker, partner, or market-facing relationships, with exposure to sales, marketing, business development, or account management considered an asset.
  • Demonstrates strong relationship-building, communication, negotiation, and stakeholder management skills, with the ability to influence and collaborate effectively across diverse groups.
  • Possesses strong business acumen and analytical capabilities, with the ability to interpret data, identify opportunities, and support growth, profitability, and client experience objectives.
  • Is highly organized and able to manage multiple priorities, projects, stakeholders, and deadlines in a fast-paced environment.
  • Demonstrates integrity, accountability, professionalism, sound judgment, and a commitment to delivering exceptional client and partner experiences.
  • Has advanced written and verbal proficiency in English.

Skills

  • Relationship management
  • Business development
  • Client service
  • Communication
  • Negotiation
  • Stakeholder management
  • Business acumen
  • Analytical capabilities
  • Organization
  • Project management
  • French language proficiency (asset)

Location

  • Vancouver / 988 Broadway West
  • Toronto / 26 Wellington Street East

Work Type

  • Hybrid

Experience Level

  • 5+ years of experience

Education Level

  • Post-secondary education in business, marketing, finance, or a related discipline.
  • LOMA, CEBS, or a related designation (asset)

Salary/Compensations

  • 58,422$ - 108,422$ CAD per year

Benefits

  • Flexible group insurance plans
  • Competitive retirement savings plan
  • Employee share purchase plan
  • Vacation program, wellness days, and personal development days
  • Telemedicine services
  • Employee and Family Assistance Program (EFAP)
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products

About the Company

  • iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
  • Earned the trust of over four million clients and 25,000 advisors for insurance, savings, and wealth management.
  • Over $200 billion in assets and half a billion invested in technological innovation.
  • A key player in the financial services industry in Canada and the United States.
  • Believes in supporting employees and surrounding itself with reputable leaders to continue innovating.
  • Invested in you, one person at a time.

Equal Opportunity

  • At iA Financial Group, we support and celebrate diversity.
  • We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
  • If you need help or assistance to make the recruitment process more accessible, please Contact us here.