Client Relationship Specialist - Ontario, Canada - Equitable Life of Canada

Equitable Life of Canada

Verified Company

Ontario, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential.

Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff.

Join Equitable Life today.

Reports To:
Manager, Customer Experience

Department:
Group

Term:
Full Time Permanent

Region:
Ontario (Greater Toronto Area, Hamilton, Kitchener-Waterloo and surrounding areas)

Work Arrangements: 100% remote working with the expectation to travel within the region.

The Opportunity:

Equitable Life is looking to hire a Customer Relationship Specialist to support the Eastern region This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team.

In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators.

What you will be doing:

Manage installation of new business by working with policyholders, advisors and head office staff
Provide support to our Group Account Executives
Process complex amendments and specialized employee notices
Coordinate and maintain high levels of policyholder service which includes:
Developing and maintaining relationships with group plan administrators
Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
Delivering employee benefit presentations
Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
Able to work under tight deadlines
Participate in finalist presentations

What you will bring:

3+ years of prior experience with group, life and health products is preferred
Valid driver's license required
Ability to travel occasionally
Group Product knowledge is essential
Knowledge of government plans as they integrate with group plans
Postsecondary education and training in a related field
Excellent organizational and time management skills
Excellent communication skills both verbal and written
Sound knowledge of Windows, Word, Excel and PowerPoint
Ability to work in a team environment
Bilingual skills (French/English) are an asset

What's in it for you:

A healthy worklife balance with employee wellness top of mind
Annual bonus program, annual vacation allowance, and companypaid benefits program
An additional paid volunteer day each year so you can spend time giving back to the community
Immediate enrollment in the company's pension program with employer matching
Employee resource groups that support an inclusive work environment
Tuition support and specialized program assistance
A company subsidized cafeteria with a variety of daily options
Discounts on company products and services, and access to exclusive employee perks
Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to: