Member Setup Specialist

4 weeks ago

Waterloo Ontario ML, City of Toronto, 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 meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

Plan Member Administration is looking for a dynamic, positive, high-performing individual who enjoys working within a fast-paced, flexible, supportive and team-focused environment.

Responsibilities

  1. Act as a key liaison for Plan Member Administration with respect to Traditional Corporate New Issue implementations; attend meetings both internally and with clients; to gather, receive, compare and audit client eligibility data to create and upload data electronically.
  2. Manage ongoing eligibility data during the warranty period; creation and implementation of electronic eligibility files with the client or through regular emails and spreadsheets from the client.
  3. Manage ongoing amendments for traditional Corporate clients; reviewing specific changes and determining the correct action to be taken and updating the eligibility data as required.
  4. Confidently load and report on member data on various administrative systems.
  5. Provide expertise on related systems and procedures, file specifications and manual updating.
  6. Provide technical and administrative support to other departments as needed.
  7. Participate in troubleshooting and problem analysis in resolving client issues.
  8. Manage dedicated client caseloads with the ability to organize and prioritize in order to ensure a high level of customer service at all times while meeting tight deadlines.
  9. Liaise with the IS team on data/system issues and provide testing support.

How will you create impact?

Reporting to the Supervisor, PMA the Member Setup Specialist is responsible for managing eligibility data for traditional Corporate client implementations and facilitating eligibility requirements for Corporate amendments within Plan Member Administration.

What motivates you?

  1. You obsess about customers, listen, engage and act for their benefit.
  2. You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  3. You thrive in teams and enjoy getting things done together.
  4. You take ownership and build solutions, focusing on what matters.
  5. You do what is right, work with integrity and speak up.
  6. You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

  1. Experience in a technical role; preferably related to review and/or manipulation of large data files.
  2. Proven experience with MS Office; with an intermediate to advanced level knowledge of Excel.
  3. Analytical, investigative and problem-solving skill and experience.
  4. Customer service experience, with a high aptitude for relationship building – internally and with clients.
  5. Post-secondary degree or an equivalent combination of education and work experience.
  6. Previous experience with Group Benefits and associated products is an asset.
  7. Excellent time management and organizational skills.
  8. Results-oriented with a high degree of accuracy and attention to detail.
  9. Ability to work independently and within a team.
  10. Takes ownership and accountability for decisions, actions and results.
  11. Excellent interpersonal skills and written and verbal communication skills.
  12. Ability to demonstrate initiative, confidence and resilience in every day situations.
  13. Responds to challenges and opportunities in a positive and productive manner.
  14. Ability to quickly learn new systems and processes.
  15. Ability to multi-task concurrent/parallel activities and adapt to a continuously changing environment.

What can we offer you?

  1. A competitive salary and benefits package.
  2. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  3. A focus on growing your career path with us.
  4. Flexible work policies and strong work-life balance.
  5. Professional development and leadership opportunities.

Our commitment to you

  1. Values-first culture: We lead with our Values every day and bring them to life together.
  2. Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  3. Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
  4. Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-HYBRID

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.

Manulife is an Equal Opportunity Employer

At Manulife /John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.

#J-18808-Ljbffr

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