Service relationship specialist - Toronto, ON, Canada - Société Financière Manuvie

Description

Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Découvrez comment vous pouvez faire progresser votre carrière, avoir une influence et susciter un réel changement avec notre équipe gagnante dès aujourd'hui.

Semaine de travail comprimée

Description d'emploi

Support

• Support Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.
• Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.
• Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.
• Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes.
• Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.
• Assist with general internal initiatives related to Group Benefits services, products, and procedures.
• Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.
• Take on special projects and/or research assignments for client needs.

Advise

• As the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners.
• Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses.
• Prepare and analyze and interpret client reports for review.
• Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer's needs.
• 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
• Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement.
• You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit's business objectives and strategies.
• Establish and maintain client relationships by identifying current or potential needs and promoting client retention.
• Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.
• Applies understanding of legislative and privacy guidelines to assist in client meetings.

Educate

• Deliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote).
• Meet with plan administrators to train and educate them on effective methods of plan administration.
• Lead customer workshops and training around product updates & new features
• Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.
• When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.
• Using our Seismic Tools to put presentations together to present and deliver our services to clients.
• Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.
• Coaching mindset and abilities enabling to define solutions and delivering outcomes.

Shared Responsibilities:

Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.

Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.

This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.

Job Requirements:

• Minimum three to five years of work experience in Group Benefits.
• In-depth knowledge and understanding of the Group Benefits products and services.
• Building and strengthening existing client and consultant/advisor relationships.
• Proven ability to take initiative, be a strong self-manager and display integrity.
• GBA designation or working towards the designation an asset.
• Good knowledge of underwriting concepts.
• Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.
• Excellent presentation skills and the ability to influence decision makers in various areas of organization.
• Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.
• Strong customer-facing skills including expectation management, communication skills, information management.
• Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.
• Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.
• Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.
• Capability to determine sensitive client needs or issues.
• Must have a valid driver's license and a personal automobile.

Competencies:

• Proven ability to determine business priorities, meet goals, manage high volumes of work.
• Excellent analytical, problem solving, interpersonal, organizational and time management skills.
• Negotiation and influencing skills.
• Strong attention to detail.
• Champion of superior service delivery and customer service, oral and written communication skills.
• Good understanding and knowledge of Manulife's administrative systems.
• Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.
• Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.
• Persuasive communicator with an ability to clearly articulate ideas and present information.
• Collaborating internally across multiple departments.
• Ability to be flexible and empathetic and ability to manage conflicts.
• Proficient in the use of modern technology.
• Know and understand the growth and persistency strategies.
• Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.
• Service Relationship Specialist attends all meetings for client's re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.
• Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.
• Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.
• Must be fully bilingual both oral and written (in Quebec only).

Decision Authorities:

• This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.
• Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.
• Educating Clients on Manulife's Group Benefits services that they would benefit from.

Key Challenges:

• Managing high volumes of work within tight time frames and balancing competing priorities.
• Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.
• When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.

Working Conditions:

• Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.
• This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.
• Work Smart options are available.

À propos de John Hancock et de Manuvie

John Hancock est une unité de la Société Financière Manuvie, un groupe mondial et chef de file des services financiers qui aide les gens à prendre plus facilement des décisions et à vivre mieux. Nous exerçons nos activités principalement sous les noms John Hancock aux États-Unis et Manuvie à l'échelle mondiale, y compris au Canada, en Asie et en Europe. Nous proposons des conseils financiers ainsi que des solutions d'assurance et de gestion de patrimoine et d'actifs à des particuliers, à des groupes et à des institutions. Au 30 juin 2021, l'actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens milliards de dollars américains). La Société Financière Manuvie est inscrite aux bourses de Toronto (TSX), de New York (NYSE) et des Philippines (PSE) sous le symbole « MFC » et à la Bourse de Hong Kong (SEHK) sous le symbole « 945 ». Vous pouvez consulter le site de Manuvie à l'adresse

John Hancock, une des plus importantes sociétés d'assurance vie aux États-Unis, offre à plus de 10 millions d'Américains une vaste gamme de produits financiers, y compris des produits d'assurance vie, de rente, de placement, ainsi que les régimes 401(k) et les régimes d'épargne-études. Pour de plus amples renseignements au sujet de John Hancock, rendez-vous à l'adresse

Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d'attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d'aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d'aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d'aménagement raisonnable dans le cadre du recrutement, écrivez à

Salaire et avantages sociaux

Le salaire de base annuel pour ce poste est indiqué ci-dessous.

Région principale

L'échelle salariale devrait se situer entre

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à pour obtenir l'échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l'expérience et l'éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l'entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d'avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d'aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d'épargne-retraite (y compris des régimes de rente et un programme international d'actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d'éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.