Service Relationship Specialist

🕒 September 9

🇨🇦 Canada – Remote

💵 $70.5k - $117.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Logo of Manulife

Manulife

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Support distribution partners in acquiring new business and participate in finalist presentations and implementation meetings • Serve as a liaison and subject-matter expert for short-list presentations and new-business implementation • Respond to and resolve complex benefit-plan inquiries and service escalations • Initiate amendment requests and obtain outstanding requirements to meet deadlines and effective dates • Collaborate with Customer Experience and Operations teams to identify key issues • Facilitate meetings with Plan Advisors, Consultants, Plan Sponsors, and internal teams • Lead special projects and research assignments for corporate client needs • Build and maintain relationships with existing and potential partners • Prepare, analyze, interpret, and generate client reports using web analytics and reporting tools • Provide expertise on Manulife’s digital group-benefits experience and support adoption of digital tools • Recommend plan design, service options, technology solutions, and administration improvements • Apply legislative and privacy guidelines in client meetings • Deliver presentations to employee groups and train plan administrators • Lead customer workshops and training on product updates and new features • Educate clients on new services, products, and legislative initiatives • Prepare and deliver client presentations using Seismic tools • Collaborate with Account Executives and other Service Relationship Specialists • Support onboarding of new Service Relationship Specialists through job shadowing and buddy systems • Act as project manager for large corporate initiatives, including implementations, mergers, acquisitions, and restructures • Attend client service and re-enrolment meetings and maintain action logs

🎯 Requirements

• Extensive Group Benefits knowledge and experience • In-depth knowledge of Group Benefits products and services • Experience building and strengthening client and consultant/advisor relationships • Proven ability to take initiative, self-manage, and display integrity • GBA designation or working towards the designation • Understanding of funding arrangements, underwriting concepts, risk analysis, and financial reporting • Strong technical and analytical skills using Microsoft Office, Excel, PowerPoint, and web analytics platforms • Excellent presentation skills and ability to influence decision makers • Strong customer-facing, expectation management, communication, and information management skills • Ability to work independently and in a team setting • Strong strategic, analytical, problem-solving, negotiation, and influencing skills • Knowledge of Manulife administrative systems • Proficiency with modern technology • Excellent planning and project management skills • Understanding of complex corporate structures and amendments • Understanding of client utilization reports • In-depth understanding of Admin Advantage Flex Benefits operations • Must have a valid driver's license and a personal automobile

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Health insurance • Dental insurance • Mental health benefits • Vision coverage • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays, vacation, personal, and sick days • Statutory leaves of absence • Flexible work environment • Work Smart options • Learning and career growth support • Well-being and inclusion support

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