Client Relationship Specialist

1 week ago


Kitchener, Ontario, Canada Equitable Life of Canada Full time

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

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:

  • Provide two professional references (minimum one supervisor and above)
To learn more about Equitable Life, we encourage you to explore our organization.

  • Kitchener, Ontario, Canada GHD Full time

    There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that. Join us as we strive to ensure a sustainable future for our communities and the world we live in. Become part of our global network of skilled engineers, scientists, auditors, planners and environmental specialists,...


  • Kitchener, Ontario, Canada People Corporation Full time

    We are seeking Client Service Specialists to join our team in Waterloo, ON.This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients.We are in search of a...


  • Kitchener, Ontario, Canada TD Bank Full time

    424352BRWealth ManagementKitchener, ONNovember 7, 2023Hours37.5Workplace ModelHybridPay DetailsDepartment OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Private Investment Counsel provides the highest...


  • Kitchener, Ontario, Canada Chameleon Business Centres Full time

    The Client Care Specialist is one of several team members who collectively are the face of our business and a powerhouse of positive attitude, not to mention their unbounding source of knowledge.This job is not for the faint of heart: it is a demanding role that requires attention to detail, focus, and stamina.With clients in almost every industry...


  • Kitchener, Ontario, Canada University of Waterloo Full time

    Overview:The Client Support Specialist is a key member of the WUSA team and is responsible for the day-to-day operation of the WUSA's end-user computer infrastructure. The role ensures front-line, first level support for 50+ full-time user computers and over 150 user accounts for part-time staff and standalone devices across the organization. The Client...

  • Account Specialist

    1 week ago


    Kitchener, Ontario, Canada Swipe Say Easy Full time

    THIS ROLE IS BASED IN KITCHENER, ONTARIO, CANADAAre you a skilled relationship builder with a passion for driving client success? We're seeking a dedicated Account Specialist to join our team and help us forge lasting connections with our valued clients.We're at the forefront of management, delivering innovative solutions that make a real impact. As an...


  • Kitchener, Ontario, Canada Manulife Full time

    _We are a __leading financial services provider committed to making decisions easier and lives better for our customers and __colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. __To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Account Specialist

    1 week ago


    Kitchener, Ontario, Canada Swipe Say Easy Full time

    THIS ROLE IS BASED IN KITCHENER, ONTARIO, CANADA Are you a skilled relationship builder with a passion for driving client success? We're seeking a dedicated Account Specialist to join our team and help us forge lasting connections with our valued clients. We're at the forefront of management, deli

  • Account Specialist

    1 week ago


    Kitchener, Ontario, Canada Swipe Say Easy Full time

    THIS ROLE IS BASED IN KITCHENER, ONTARIO, CANADA Are you a skilled relationship builder with a passion for driving client success? We're seeking a dedicated Account Specialist to join our team and help us forge lasting connections with our valued clients. We're at the forefront of management, deliv


  • Kitchener, Ontario, Canada Grand River Personnel Full time

    Overview Grand River Personnel is a locally owned and operated full service Staffing Service that has been serving the Kitchener Waterloo Region since 1978. We are currently looking for a Recruitment Specialist to represent our Company and provide recruiting services to Kitchener, Waterloo, Cambridge and Guelph area businesses. Job Responsibilities of the...


  • Kitchener, Ontario, Canada Kitchener Downtown Community Health Centre Full time

    The Health Centre provides a broad range of services aimed at improving the health of individuals and the wider community. Our services include medical and dental care, health promotion, illness prevention and outreach programming. Our expertise and resources are focused on working with those who experience health inequities and barriers to accessing health...


  • Kitchener, Ontario, Canada Libro Credit Union Full time

    Career OpportunityLibro is growing - and Libro is hiring.Our expansion plans include a series of new hires across southwestern Ontario. Take a look.Who We AreImagine working for an organization where every employee and customer is an Owner.No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We...


  • Kitchener, Ontario, Canada Earthscape Play Full time

    Customer Support SpecialistFull-Time, Elmira, ONAt Earthscape, we create beautiful, innovative custom playground sculptures and structures that inspire children and adults to creatively play. By partnering with some of the most prestigious Landscape Architecture firms in North America, we bring brilliant playground concepts to life. Our award-winning...


  • Kitchener, Ontario, Canada MEDA Full time

    Position SummaryReporting to the Director, Corporate and Creative Communications, the Communications Specialist will support MEDA's external communication strategy by writing and co-creating content for digital channels, positioning MEDA as a leader in economic development in the areas of agri-food market systems and impact investment in countries in the...


  • Kitchener, Ontario, Canada Virtual Causeway Full time

    The Business Development Specialist (BDS) is responsible for acting as a direct extension of our clients' sales departments by promoting leading edge solutions and technologies to key decision makers. The BDS is an expert in qualifying prospects and booking appointments for our clients' outside sales team.Looking to take your career to the next level?...


  • Kitchener, Ontario, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...


  • Kitchener, Ontario, Canada United Way Waterloo Region Communities Full time

    The Donor Relations Specialist will use their excellent communication and relationship management skills to excel in a fast-paced and rewarding fundraising environment. This role is responsible for working with United Way staff, internal and external volunteers, and community partners to grow the community fundraising campaign through stewardship and...


  • Kitchener, Ontario, Canada The Pod Group Full time

    AGILE INNOVATIVE COLLABORATIVE STRATEGIC CLIENT-CENTERED: This is a Fulltime contract available starting on February 07, 2024, and ending on February 06, 2026._OVERVIEWA leader in the retirement community focused on creating a vibrant and welcoming environment to inspire residents to live their best lives. Our client believes in enriching the lives of its...

  • Sourcing Specialist

    1 week ago


    Kitchener, Ontario, Canada AspiringIT Full time

    Job Title: Sourcing Specialist - Operational SourcingLocation: Richmond Hill/ Waterloo, ONTHE OPPORTUNITYReporting to the Director, Vendor Management & Operational Sourcing, the Sourcing Specialistleads indirect tail spend management initiatives such as vendor consolidation while balancingsourcing & contract execution for low dollar, low risk procurement...


  • Kitchener, Ontario, Canada Financial Horizons Full time

    Job Title: Compensation Specialist at Financial HorizonsAs a **Compensation Specialist**, you'll be part of the Compensation Services team at Financial Horizons. This team, focused on insurance and finance, ensures the national team meets performance expectations and goals. Reporting to the Director of Compensation Services, you'll play a vital role in...