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Client Relations Centre, Life and Health Insurance
Montreal, Quebec, Canada · Hybrid
Entry level
WHAT WORKING AT A DESJARDINS CALL CENTRE FOR LIFE AND HEALTH INSURANCE IS ALL ABOUT: ADVISING. SUPPORTING. BUILDING LOYALTY. Discover your role at the Client Relations Centre – Life and Health Insurance Become part of a …
Client Relations Centre, Life and Health Insurance
Montreal, Quebec, Canada · Hybrid
Entry level
WHAT WORKING AT A DESJARDINS CALL CENTRE FOR LIFE AND HEALTH INSURANCE IS ALL ABOUT: ADVISING. SUPPORTING. BUILDING LOYALTY. Discover your role at the Client Relations Centre – Life and Health Insurance Become part of a …
The work mode arrangement for the position is full-time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to e…
The work mode arrangement for the position is full-time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to e…
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver bus…
Skills: Business Strategy, Business Intelligence, Strategic Planning, Project Leadership, Stakeholder Management
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver bus…
Skills: Business Strategy, Business Intelligence, Strategic Planning, Project Leadership, Stakeholder Management
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Full-time
bachelor degree
Competitive Salary, Annual Bonus, Flexible Vacation, Defined Benefit Pension Plan, Group Insurance, Telemedicine
Posted 23d ago
Apply by Aug 22
~40 hrs/week
Responsibilities
Responsible for prospecting and maintaining business relationships with strategic commercial clients to promote and sell financial products and services. The role involves managing complex agreements while balancing sales objectives with prudent risk management and client satisfaction.
Requirements
Requires a bachelor's degree in a related field and a minimum of six years of relevant experience. Proficiency in French is required for this position.
Full job description
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships at Desjardins Entreprises Abitibi-Témiscamingue et Nord-du-Québec with big strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He or she uses his/her in-depth technical knowledge and business skills to represent, negotiate and engage companies as part of highly complex and innovative agreements of significant importance to the business centre. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. More specifically, you will be required to:
Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the products and services offered. Analyze sources of dissatisfaction and recommend potential solutions.
Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering. Negotiate applicable conditions with members and clients.
Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
Execute various promotional activities as part of the centre's business operations. Participate in targeted public relations activities and participate actively in the business community.
Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services. Provide sound and prudent risk management for all portfolios under their responsibility.
What we offer
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.
What you bring to the table
Bachelor's degree in a related field
A minimum of six years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA