Service Relationship Specialist

🕒 September 8

🇨🇦 Canada – Remote

💵 $70.5k - $117.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Logo of Manulife

Manulife

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Represent Manulife externally with existing and potential large and jumbo corporate clients, Advisor Firms, and Partners • Support Account Executives and distribution partners in acquiring new business • Participate in and present finalist presentations, implementation meetings, client service meetings, and ongoing client meetings • Respond to and resolve complex benefit plan inquiries and service escalations • Negotiate service escalations and advocate for favorable resolutions • Initiate amendment requests and obtain outstanding requirements to meet plan-change deadlines and effective dates • Collaborate with Customer Experience, Underwriting, Implementation, Plan Document Services, Sponsor Financial Services, Plan Member Administration, and Admin Advantage Flex Benefit teams • Prepare, analyze, interpret, and generate client reports using web analytics and reporting tools • Advise clients on plan design, service options, technology solutions, and administration needs • Support adoption of digital tools and experiences among plan members • Provide digital uptake and usage reporting to identify education and engagement opportunities • Promote and sell products and services based on client needs and business objectives • Establish and maintain client relationships to support retention and growth • Deliver presentations to employee groups for enrollment and benefits introductions, in person or remotely • Train plan administrators on effective plan administration methods • Lead customer workshops and training on product updates and new features • Educate clients on new products, services, legislative initiatives, and required plan amendments • Use Seismic Tools to create and deliver client presentations • Lead or manage projects involving new companies, mergers, acquisitions, and restructures • Act as project manager for large initiatives with Head Office partners and underwriters • Coach and support new Service Relationship Specialists through job shadowing and buddy systems • Attend client re-enrollment meetings and facilitate action completion with Admin Advantage teams • Maintain and facilitate action logs with head office teams

🎯 Requirements

• Extensive Group Benefits knowledge and experience • In-depth knowledge and understanding 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 analytical, strategic, problem-solving, negotiation, and influencing skills • Ability to manage multiple priorities, deadlines, and high volumes of work • Knowledge of Manulife administrative systems and Admin Advantage Flex Benefits operations • Understanding of legislative and privacy guidelines • Ability to analyze quantitative and qualitative data and make client recommendations • High proficiency in negotiation skills • Must have a valid driver’s license and a personal automobile • Excellent planning and project management skills, including managing large concurrent projects within tight timeframes • Ability to understand complex corporate structures and amendments • Ability to provide consultative solutions for corporate business and work with Advisor/Consultant firms

🏖️ Benefits

• Flexible work environment / Work Smart options • 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, including 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 • Learning and career growth support • Diversity, inclusion, and well-being support • Incentive programs and incentive compensation tied to business and individual performance

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