- Support Distribution partners in the acquisition of new business; including in finalist presentations and implementation/project meetings.
- Primary contact for the client during new issue implementation and project phases. The IM has the overall accountability for the relationship with the client during the implementation, ensuring the needs, expectations, and timelines set out in the project are being met.
- Coordinates and facilitates all client and internal project team meetings (virtual or live) including the maintaining of action items and meeting minutes
- Delegates, negotiates, and follows up on all implementation tasks with each of the internal areas that are involved
- Tracks and reports the status of each project and proactively escalates any significant barriers or issues to Senior management where necessary.
- Supports the project team and assists in resolving any issues.
- Provide expertise on Manulife's digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality
- Support group benefits clients in driving adoption of our digital tools and experiences among their plan members
- Supports, participates, and provides input in the presale/finalist process.
- Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project.
- Optimizes the plan's activities, as it relates to implementation and administration, providing recommendations on plan design, service options, technology solutions, and any ongoing administration needs to the client.
- Provides direction and solutions during client discussions regarding plan set-up, eligibility, contractual and administrative information.
- Applies understanding of legislative and privacy guidelines to assist clients during discussions
- Creates and modifies implementation schedules during the implementation as required; ensuring that any downstream impacts of changes are clearly articulated and if needed risk management assessment is conducted, understood and carried out by each impacted area.
- Has overall accountability for ensuring the implementation goes smoothly and meets the client's expectations.
- Manages the implementation project, ensuring tasks are being completed, timelines are being respected, resources are available, and assisting with reducing any roadblocks
- Ensures appropriate approval received for increased scope/costs, notifies client and project team of changes/impacts to timeline and other tasks. Ensures all affected parties agree with the solution and impact on the timeline and ensures any additional costs for customization are outlined to the client.
- Tracks costs where a transition allowance has been approved and ensures the client is billed where the costs exceed the allowance.
- Provide Overall Satisfaction Survey post implementation for clients
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone
- Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
- Must have a valid driver's license and a personal automobile.
- Minimum five years of work experience in Group Benefits and/or account management.
- Thorough knowledge of Group Benefits products and services.
- Previous experience in a project management role/approach. (PMP an asset)
- Proficiency in all Microsoft Office products.
- Ability to influence decision makers at all levels
- Ability to think critically, analyze quantitative and qualitative data, and make recommendations to help clients identify opportunities for effective plan design
- Strong customer-facing skills including expectation management, communication skills, information management
- Ability to drive issues through the organization;
- Strong organization and time management skills;
- Demonstrated experience in presentation skills, negotiating commitments, turnaround times, etc. with various other line areas;
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Boundless opportunity: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
Implementation Manager - Waterloo, Canada - Company 1 - The Manufacturers Life Insurance Company
Description
Description
The Implementation Manager (IM) supports our distribution partners in the delivery of value-added benefits and superior service to Consultants and Plan Sponsors during the quote, finalist, implementation, warranty period and complex projects. This team routinely collaborates with internal service providers such as Operations, Underwriting, and Distribution.
Capitalizing on sound industry knowledge, the IM delivers superior service to their various client and consultant groups. This role represents Manulife professionally in client-facing meetings as well as driving value for our clients and their plan members through empowering them to use Manulife's group benefits digital tools and experiences. Strong relationship management skills are essential in building and maintaining connections with Clients, Consultants and Manulife's sales teams.
An in-depth knowledge and understanding of the Group Benefits products, services and workflows both internally and within the regional office environments are a must. Negotiating and influencing skills are paramount given that the IM collaborates internally across multiple departments, as well as externally with Consultants and Sponsors.
Project and time management skills are required to ensure deliverables for each implementation are met. Presentation skills, both in-person and virtually are also necessary. The IM will have accountability to ensure project deliverables are met and client satisfaction is achieved at all times.
Responsibilities
Relationship Management – 30%
Consultation – 35%
Project Management – 35%
What motivates you?
What we are looking for
What can we offer you?
Our commitment to you