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 ...
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 ...
Relationship Manager
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
Relationship Manager
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 ...
Relationship Manager
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 ...
Relationship Manager
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 ...
Relationship Manager
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 ...
Relationship Manager
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 ...
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 ...
... 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 ...
... 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 ...
Relationship Manager - Canada
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 ...
Relationship Manager - Canada
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 ...
Relationship Manager - Canada
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 ...
Relationship Manager - Canada
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 ...
Vice President, Complex Risks - Trade Credit
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 ...
Vice President, Complex Risks - Trade Credit
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 ...
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 ...
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 ...
CRM Marketing Manager
Mississauga, ON · On-site
Medical
Dental
Vision
Retirement
PTO
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 ...
Posted today
CRM Marketing Manager
Mississauga, ON · On-site
Medical
Dental
Vision
Retirement
PTO
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 ...
Posted today
CRM & IC Manager
Brampton, ON · Hybrid
CA$100K - CA$122K/yr
Medical
Dental
Vision
Life
PTO
Additionally, identify potential marketplace opportunities based on CRM analysis and salesforce ... life insurance; RRSP savings plan; and the employee assistance program. Employees also receive ...
New
CRM & IC Manager
Brampton, ON · Hybrid
CA$100K - CA$122K/yr
Medical
Dental
Vision
Life
PTO
Additionally, identify potential marketplace opportunities based on CRM analysis and salesforce ... life insurance; RRSP savings plan; and the employee assistance program. Employees also receive ...
New
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 ...
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 ...
CRM Specialist
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)
CRM Specialist
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)
President - Insurance Company
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
President - Insurance Company
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)
CRM Lifecycle Marketing Manager
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
CRM Lifecycle Marketing Manager
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
Manager, Risk & Insurance
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.
Manager, Risk & Insurance
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.
CRM Marketing Specialist
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 ...
CRM Marketing Specialist
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 ...
Insurance Relationship Manager information
How does an insurance relationship manager typically collaborate with internal teams to address client needs?
What is the difference between Insurance Relationship Manager vs Insurance Agent?
| 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.
What does an insurance relationship manager do?
What are the key skills and qualifications needed to thrive as an insurance relationship manager?
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:

Full-time
Re-posted 23 days ago
Job description
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,Â
- 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.Â
- Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).
- Take care of billing needs of agency (accounts receivable).Â
- Booking insurance and financial apointments for Agent. Â
- Charged with Social media postings for Agency (online experience). Â
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. Â
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