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Insurance Relationship Manager Jobs in Ontario (NOW HIRING)

OPENLANE

Relationship Manager

Brampton, ON · On-site

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 ...

Meridian Credit Union

Relationship Manager

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 ...

Scotiabank

Insurance Case Coordinator

Toronto, ON

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 ...

Amplifon

CRM Marketing Manager

Mississauga, ON

Amp Up Your Career We are seeking a CRM Marketing Manager who is ready to join an organization that ... insurance industries to provide comprehensive hearing well-being across Canada, LATAM, and the ...

Sun Pharmaceutical Industries

CRM & IC Manager

Brampton, ON · Hybrid

CA$100K - CA$122K/yr

Additionally, identify potential marketplace opportunities based on CRM analysis and salesforce ... life insurance; RRSP savings plan; and the employee assistance program. Employees also receive ...

Activate America LLC

CRM Specialist

Toronto, ON · On-site +1

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)

Turo

CRM Lifecycle Marketing Manager

Toronto, ON · Hybrid

CA$88K - CA$110K/yr

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

Volkswagen AG

CRM Marketing Specialist

Pickering, ON · Hybrid

CA$90K - CA$110K/yr

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 ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Ontario

Insurance Relationship Manager information

What does an insurance relationship manager do?

An Insurance Relationship Manager is responsible for building and maintaining strong relationships between insurance companies and their clients, which may include businesses, brokers, or individual policyholders. They act as the main point of contact, addressing client needs, resolving issues, and ensuring customer satisfaction. Their role often involves coordinating with internal teams, identifying opportunities for cross-selling or upselling insurance products, and providing expert advice on policy options. Strong communication and problem-solving skills are essential in this position.

What are the key skills and qualifications needed to thrive as an insurance relationship manager?

To excel as an Insurance Relationship Manager, you need a solid understanding of insurance products, sales strategies, and account management, often supported by a bachelor’s degree in business or finance. Familiarity with CRM systems, insurance underwriting tools, and relevant industry certifications like Chartered Insurance Professional (CIP) is typically required. Outstanding interpersonal skills, negotiation abilities, and proactive problem-solving distinguish top performers in this role. These competencies are crucial for building strong client relationships, driving business growth, and ensuring customer satisfaction in a competitive insurance market.

How does an insurance relationship manager typically collaborate with internal teams to address client needs?

Insurance Relationship Managers work closely with underwriting, claims, and product development teams to ensure clients receive tailored solutions and timely service. They act as a communication bridge, relaying client feedback and concerns to the appropriate departments and coordinating responses to complex insurance inquiries. Regular meetings and cross-departmental projects are common, allowing Relationship Managers to advocate for clients while aligning with company policies and goals.

What is the difference between Insurance Relationship Manager vs Insurance Agent?

AspectInsurance Relationship ManagerInsurance Agent
CredentialsTypically requires insurance licenses, certifications in relationship management or salesRequires state-specific insurance licenses
Work EnvironmentCorporate offices, client meetings, account managementFieldwork, client consultations, sales events
Employer & IndustryInsurance companies, financial institutionsIndependent agencies, insurance carriers
Primary FocusMaintaining client relationships, cross-selling, retentionSelling 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.

What are popular job titles related to Insurance Relationship Manager jobs in Ontario?

For Insurance Relationship Manager jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Insurance Relationship Manager jobs in Ontario look for?

The top searched job categories for Insurance Relationship Manager jobs in Ontario are:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Relationship Manager

Eric Gruscyk - Desjardins Insurance Agent

Oakville, ON • On-site

Full-time

Re-posted 21 hours ago

Job description

Relationship Manager - Desjardins Agent Team Member

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:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items.  As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits, 
  • Work with the agent to establish and meet marketing goals.
  • Assist with thank you cards.
  • Assist with various seasonal promotions, events, webinars.
  • Take minutes at meetings. 
  • Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).
  • Take care of billing needs of agency (accounts receivable). 
  • Booking insurance and financial apointments for Agent.  
  • Charged with Social media postings for Agency (online experience).  

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • A eager and smart person wanting to make this Agency a better place.  

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

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