Serve as the main liaison for assigned client accounts, building strong, long-term relationships based on trust, responsiveness, and results
Proactively engage clients to understand their evolving needs, goals, and challenges
Lead regular client in person meetings, check-ins, reviews, and follow-ups to ensure satisfaction and alignment
Manage all aspects of assigned client accounts, ensuring accurate service delivery and consistent communication
Respond promptly and professionally to client inquiries, concerns, and requests
Ensure client issues are addressed efficiently, with clear ownership and follow-through
Collaborate closely with internal teams (operations, administration, service delivery, leadership) to identify, investigate, and resolve client issues
Translate client needs into clear internal action items and ensure accountability across teams
Monitor service performance and escalate risks or concerns as needed
Identify opportunities to strengthen relationships through improved service, process enhancements, and value-added support
Support contract renewals, service expansions, and onboarding of new services as appropriate
Actively contribute to client retention strategies and continuous improvement initiatives
Maintain accurate client records, communication notes, and account documentation
Track issues, resolutions, and trends to support proactive problem-solving
Provide reporting and insights to leadership on client health, risks, and opportunities
Requirements:
Bilingual in French
Bachelor's degree in related field. (Master's degree would be considered an asset).
Minimum of 3-5 years of experience in client account management, customer success, or related role, within disability benefits management.
Strong understanding of disability benefits management and the ability to communicate complex concepts clearly to clients.
Excellent relationship-building skills, with a proactive approach to client engagement and problem-solving.
Strong organizational and communication skills, with the ability to manage multiple client accounts effectively.
Self-motivated and detail-oriented, with a commitment to delivering exceptional client experiences.
Proficiency in CRM software and client management tools is an asset.
Travel may be required; candidates should have means of transportation suitable to their needs
Job Type: Full-time
Pay: $80,000.00-$90,000.00 per year
Work Location: Hybrid remote in Toronto, ON M5V 1H6
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