Service Relationship Specialist supporting Manulife’s corporate Group Benefits clients. Advising partners, resolving complex service issues, and delivering client presentations and training.
Responsibilities
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
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