Relationship Manager
Oakville, ON · On-site
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Booking insurance and financial apointments for Agent. * Charged with Social media postings for ...
Oakville, ON · On-site
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Booking insurance and financial apointments for Agent. * Charged with Social media postings for ...
Oakville, ON · On-site
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Booking insurance and financial apointments for Agent. * Charged with Social media postings for ...
CA$40K - CA$50K/yr
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Booking insurance and financial apointments for Agent. * Charged with Social media postings for ...
Quick apply
CA$40K - CA$50K/yr
Relationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position ... Booking insurance and financial apointments for Agent. * Charged with Social media postings for ...
Brampton, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
We're looking for: A Relationship Manager with a strong background in building customer ... Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust ...
Brampton, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
We're looking for: A Relationship Manager with a strong background in building customer ... Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US) * Robust ...
CA$57K - CA$85K/yr
Medical
Dental
Life
Retirement
Minimum of 3 years of experience in the insurance and financial services industry * High level ... Relationship management skills * Technical, analytical, and problem-solving abilities * Ability to ...
CA$57K - CA$85K/yr
Medical
Dental
Life
Retirement
Minimum of 3 years of experience in the insurance and financial services industry * High level ... Relationship management skills * Technical, analytical, and problem-solving abilities * Ability to ...
Barrie, ON · On-site
... insurance and investments. As a Relationship Manager: You will be responsible for the overall management and growth of a portfolio of accounts of mid-size and moderate complexity with diversified ...
Barrie, ON · On-site
... insurance and investments. As a Relationship Manager: You will be responsible for the overall management and growth of a portfolio of accounts of mid-size and moderate complexity with diversified ...
Retirement
Relationship Manager - Corporate Customer Banking * Dunedin * Full time, Permanent Mo te turanga ... Banking benefits, insurance discounts and superannuation scheme * Growth and development - we ...
Retirement
Relationship Manager - Corporate Customer Banking * Dunedin * Full time, Permanent Mo te turanga ... Banking benefits, insurance discounts and superannuation scheme * Growth and development - we ...
Toronto, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Relationship Manager will be focused on growing and maintaining existing relationships. They ... Possess a deep understanding of the industry in which their clients operate, such as insurance ...
Toronto, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Relationship Manager will be focused on growing and maintaining existing relationships. They ... Possess a deep understanding of the industry in which their clients operate, such as insurance ...
Toronto, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Relationship Manager will be focused on growing and maintaining existing relationships. They ... Possess a deep understanding of the industry in which their clients operate, such as insurance ...
Toronto, ON · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Relationship Manager will be focused on growing and maintaining existing relationships. They ... Possess a deep understanding of the industry in which their clients operate, such as insurance ...
... insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of ... Role Overview The Director - BDRM is an integral role focused on relationship management & business ...
... insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of ... Role Overview The Director - BDRM is an integral role focused on relationship management & business ...
... insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of ... Role Overview The Director - BDRM is an integral role focused on relationship management & business ...
... insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of ... Role Overview The Director - BDRM is an integral role focused on relationship management & business ...
Toronto, ON · On-site
CA$120K - CA$160K/yr
Existing relationships within the Canadian trade credit insurance market. * Experience supporting middle-market and large commercial clients. * Proven relationship management and business development ...
Toronto, ON · On-site
CA$120K - CA$160K/yr
Existing relationships within the Canadian trade credit insurance market. * Experience supporting middle-market and large commercial clients. * Proven relationship management and business development ...
Toronto, ON · On-site
Acts as a relationship manager on insurance administration issues for assigned regions. This includes being a key resource for advisors, sales leaders, SICs, ICs, ISAs, that provide direction on ...
Toronto, ON · On-site
Acts as a relationship manager on insurance administration issues for assigned regions. This includes being a key resource for advisors, sales leaders, SICs, ICs, ISAs, that provide direction on ...
Toronto, ON · On-site
CA$168/hr
Manage onboarding, budgets, forecasts, invoicing, and compliance. * Ensure service value is clear ... Life Insurance license will be required within 12 months if not already held Aon is not accepting ...
Toronto, ON · On-site
CA$168/hr
Manage onboarding, budgets, forecasts, invoicing, and compliance. * Ensure service value is clear ... Life Insurance license will be required within 12 months if not already held Aon is not accepting ...
Toronto, ON · On-site +1
Medical
Dental
Vision
Life
PTO
Position Overview The CRM Specialist works under the direction of the Director, Growth & Revenue ... Competitive salary * RRSP and benefits (medical, dental, vision, and basic life insurance)
Toronto, ON · On-site +1
Medical
Dental
Vision
Life
PTO
Position Overview The CRM Specialist works under the direction of the Director, Growth & Revenue ... Competitive salary * RRSP and benefits (medical, dental, vision, and basic life insurance)
Oakville, ON · On-site
CA$150K - CA$175K/yr
Medical
Dental
Life
PTO
Ai Insurance Organization Ai Insurance Organization is an award-winning insurance brokerage located ... Familiarity with CRM systems (HubSpot preferred) and industry-specific software (Vertafore SIG)
Quick apply
Oakville, ON · On-site
CA$150K - CA$175K/yr
Medical
Dental
Life
PTO
Ai Insurance Organization Ai Insurance Organization is an award-winning insurance brokerage located ... Familiarity with CRM systems (HubSpot preferred) and industry-specific software (Vertafore SIG)
Toronto, ON · Hybrid
CA$88K - CA$110K/yr
Medical
Dental
Vision
Retirement
PTO
About the team The CRM customer lifecycle manager will help grow our customer engagement and ... Employer-paid medical, dental, and vision insurance (Country specific) * Retirement employer match
Toronto, ON · Hybrid
CA$88K - CA$110K/yr
Medical
Dental
Vision
Retirement
PTO
About the team The CRM customer lifecycle manager will help grow our customer engagement and ... Employer-paid medical, dental, and vision insurance (Country specific) * Retirement employer match
Toronto, ON · On-site
CA$120K - CA$135K/yr
Professional designation(s) (CIP, FCIP, CRM, CPA, CA, CIA or equivalent) preferred. * Experience working with insurance organizations and in environments with evolving needs and complex transactions.
Toronto, ON · On-site
CA$120K - CA$135K/yr
Professional designation(s) (CIP, FCIP, CRM, CPA, CA, CIA or equivalent) preferred. * Experience working with insurance organizations and in environments with evolving needs and complex transactions.
Pickering, ON · Hybrid
CA$90K - CA$110K/yr
Medical
Dental
Vision
Retirement
The CRM Marketing Specialist will provide key insights to facilitate the development of marketing ... Health Insurance Coverage: We provide comprehensive insurance coverage, including health, dental ...
Pickering, ON · Hybrid
CA$90K - CA$110K/yr
Medical
Dental
Vision
Retirement
The CRM Marketing Specialist will provide key insights to facilitate the development of marketing ... Health Insurance Coverage: We provide comprehensive insurance coverage, including health, dental ...
Toronto, ON · On-site
Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to ... Proficiency in using policy management and CRM systems to manage client interactions and track ...
Quick apply
Toronto, ON · On-site
Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to ... Proficiency in using policy management and CRM systems to manage client interactions and track ...
CA$55K - CA$100K/yr
Insurance Account Representative - Desjardins Agent Team Member Location: 6124 Tecumseh Rd E ... Proficiency with computer systems and customer relationship management (CRM) tools is considered an ...
Quick apply
CA$55K - CA$100K/yr
Insurance Account Representative - Desjardins Agent Team Member Location: 6124 Tecumseh Rd E ... Proficiency with computer systems and customer relationship management (CRM) tools is considered an ...
| Aspect | Insurance Relationship Manager | Insurance Agent |
|---|---|---|
| Credentials | Typically requires insurance licenses, certifications in relationship management or sales | Requires state-specific insurance licenses |
| Work Environment | Corporate offices, client meetings, account management | Fieldwork, client consultations, sales events |
| Employer & Industry | Insurance companies, financial institutions | Independent agencies, insurance carriers |
| Primary Focus | Maintaining client relationships, cross-selling, retention | Selling insurance policies, new client acquisition |
Insurance Relationship Managers focus on nurturing existing client relationships and ensuring customer satisfaction, while Insurance Agents primarily focus on selling policies and acquiring new clients. Both roles require insurance licenses and operate within the insurance industry, but their daily tasks and objectives differ significantly.
For Insurance Relationship Manager jobs in Ontario, the most frequently searched job titles are:
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Full-time
Re-posted 23 days ago
Location: Oakville, ON
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
Requirements:
Cover letter required with application.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
Employment Type: Full Time