[Hiring] Service Relationship Specialist @Manulife

Role Description

The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client-facing role and support our distribution partners in the delivery of value-added benefits and superior service to Plan Advisors/Consultants and Plan Sponsors. This role requires an advanced skillset in the corporate space to accelerate growth in our book of business, perform tasks required, and be proficient in retaining corporate clients.

This team owns collaboration with internal service providers such as:

• Customer Experience
• Underwriting
• Implementation
• Plan Document Services
• Sponsor Financial Services
• Plan Member Administration
• Admin Advantage Flex Benefit Teams

Working with our largest Consulting firms in the Group Benefits industry across Canada, experience and expertise in this field will be paramount. Enthusiasm for delivering client presentations and leading client meetings is a must for being successful in this role.

Qualifications

• Extensive Group Benefits knowledge and experience.
• In-depth knowledge and understanding of the Group Benefits products and services.
• GBA designation or working towards the designation.
• Strong technical and demonstrated analytical skills using Microsoft Office Products, Excel and/or PowerPoint, Web Analytics platforms.
• Excellent presentation skills and the ability to influence decision makers.
• Strong customer-facing skills including expectation management and communication skills.
• Outstanding analytical, strategic, and problem-solving thinking ability.
• Proficient in the use of modern technology.

Requirements

• Support Distribution partners in the acquisition of new business.
• Respond to benefit plan inquiries and resolve escalated and complex inquiries.
• Champion for a successful outcome for all involved.
• Initiate Amendment requests ensuring that information is complete.
• Collaborate with Customer Experience/Operations teams.
• Facilitate multiple meetings with Plan Advisors/Consultants and Plan Sponsors.
• Advise on plan design, service options, technology solutions, and ongoing administration needs.
• Deliver presentations to employee groups.
• Lead customer workshops and training around product updates & new features.
• Maintain direct contact with clients/advisors.
• Take the Lead in Projects for large corporate clients.

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee/family assistance plans.
• Various retirement savings plans including pension and global share ownership plan with employer matching contributions.
• Generous paid time off program including holidays, vacation, personal, and sick days.