Service Relationship Specialist

🔥 1 minute ago

🇨🇦 Canada – Remote

💵 $70.5k - $117.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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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 corporate clients, Advisor Firms, and Partners • Support Account Executives and distribution partners in acquiring new business • Participate in and present finalist presentations, implementation meetings, and client service meetings • Resolve and negotiate complex service escalations and benefit plan inquiries • Initiate and manage amendment requests for large corporate clients • Collaborate with Customer Experience, Operations, 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, administration needs, and digital tools • Promote client retention and identify opportunities for additional products and services • Deliver presentations, employee sessions, workshops, and administrator training in person or remotely • Educate clients on new products, services, legislative initiatives, and required plan amendments • Lead projects involving implementations, mergers, acquisitions, and restructures • Maintain client relationships and facilitate ongoing service meetings and action logs • Coach and support new Service Relationship Specialists through job shadowing and buddy systems

🎯 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 • 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, negotiation, influencing, communication, and customer-facing skills • Ability to manage service escalations and complex client needs • Ability to work independently and in a team setting • Strong strategic, problem-solving, organizational, and time-management skills • Knowledge of Manulife’s administrative systems • Understanding of growth and persistency strategies • Project management skills and ability to complete sophisticated concurrent projects within tight timeframes • Knowledge of corporate Group Benefits structures and complex amendments • Understanding of Admin Advantage Flex Benefits operations • Must have a valid driver’s license and personal automobile

🏖️ Benefits

• Health, dental, mental health, and 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 • Flexible work environment • Work Smart options • Learning and career growth support • Occasional travel opportunities

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