Representative - Advisor Services, Group Benefits

3 months ago

Quebec City, 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**

At Home

Reporting to the Director, Client Services, the Advisor Services Representative supports portfolio managers and their clients in providing comprehensive services and value-added benefits to benefits advisors. The Advisor Services Representative will provide superior services to small groups (from 2 to 50 participants) to ensure client satisfaction and continuous improvement and contribute to the achievement of the loyalty and profitability objectives established for the Group Benefits portfolio.

**Responsibilities**
- Assists portfolio managers in establishing and maintaining successful relationships with advisors.
- Initiate the process of forwarding change requests for existing groups, verifying that the information is complete and that all required documents and information are provided.
- Support Group Insurance clients by promoting the adoption of our digital experiences and tools.
- Understand the structure of each group insurance plan in all its particularities.
- Provide and facilitate online training (Monthly Webinar) for plan administrators.
- Provide ongoing training to counsellors on an individual basis.
- Respond directly to advisors' calls regarding commission changes, plan design, claims, etc. (30% of the time).
- Build and maintain relationships with advisors by being the sole source of information for various departments of the Corporation (10% of the time).
- Training and Development - Provide and facilitate monthly online training (Group Webinar) for plan administrators. Provide ongoing training to counsellors on an individual basis (10% of the time).
- Focus on continuous process improvement.
- Meet and exceed advisors' expectations.
- Reviews and processes complex requests, identifies and analyzes issues.

**How will you create impact?**

The incumbent must have extensive expertise in Group Insurance activities (complex claims, plan design, administration - plan members, billing, commissions), be strongly client-oriented and know how to navigate quickly within internal teams in order to respond effectively to advisor requests.

**What motivates you?**
- 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

**What we are looking for**
- **Fluency in French and English, both oral and written**:

- At least two years of experience working in group insurance or account management.
- Strong writing, communication and customer service skills (internal and external clients).
- Knowledge of the Company's business, systems and technologies (an asset).
- Ability to meet established service standards.
- In-depth knowledge of Group Insurance products and services.
- Good knowledge of pricing principles.
- Ability to process and respond to complex requests from advisors.
- Demonstrated ability to interact effectively with internal or external clients at various levels.
- Ability to think strategically and work independently.
- Demonstrated ability to set operational priorities, achieve objectives, manage high workload and work closely collaboratively within the team.
- Strong negotiation and conflict management skills.
- Attention to detail and accuracy, including the ability to document processes, formulate answers to questions clearly and concisely.
- Discretion/confidentiality
- Follow PIPEDA and the internal guidelines of the Code of Conduct regarding confidential information relating to advisors and clients. Exercise discretion regarding confidential information.
- Strong customer service skills, including high promptness, the ability to empathize and control emotions in times of stress, especially during difficult conversations.
- Ability to think strategically, analyze quantitative and qualitative data and make recommendations to help clients identify engagement or training opportunities.
- Strong client interaction skills, including expectations and information management, as well as communication skills.
- Demonstrated ability to demonstrate initiative and take responsibility
- Ability to influence and facilitate groups with different points of view
- Service delivery

  • Quebec Advisor, Benefits Solutions

    4 months ago

    Quebec City, Canada Humi Full time

    At Humi, we take pride in going out of our way to help Canadian businesses and families take ownership of their financial security. As our team is rapidly scaling, we are looking to find a driven, empathetic, team oriented, and highly organized professional to join as an Advisor of Group Benefits Solutions. As the Advisor, Benefits Solutions, we will...

  • Group Insurance Advisor

    3 months ago

    Quebec City, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Group Insurance Advisor

    3 months ago

    Quebec City, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...

  • Advisor, Bmo Advicedirect

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 - Are _y_ou _r_eady to _b_uild _y_our _c_areer in the _i_nvestme_n_ts _i_ndustry while _w_orking _f_rom _h_ome?_ - Yes, you read that right. This is a _r_emote _r_ole meaning you will be working at home _everyday_! Say goodbye to commutes to and from the office and grow your career from the comfort of your...

  • Branch Operations Advisor, Bmo Advicedirect

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**:Strong verbal and written language skills in both French and English **Availability to work** between 8:00AM and 10:00PM EST Monday to Friday (37.5 hours per week) - You set your own schedule - Are you ready to take the next step your career while working from home?_ -...

  • Banking Advisor

    3 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Advisor, Digital Investing, Bmo Smartfolio

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed Canadian Securities Course (CSC) Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Advisor, BMO...

  • Customer Service Representative

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    205 Joseph-Casavant Ave Quebec Quebec,G1C 7X8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    1600 boulevard Lebourgneuf Quebec Quebec,G2K 2M4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    8400 boul Henri-Bourassa, #100 Quebec Quebec,G1G 4E2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    1181 Turnbull Avenue Quebec Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Risk Management and Compliance Advisor

    4 months ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Are you someone who is a Team Player who is proactive and loves to learn? Are you interested in pursuing a career in Compliance and Risk Management? We are looking to hire a Risk Management and Compliance Advisor to join our close-knit team! Reporting to the Director of iA-Dealer Services Compliance & Risk Management, you will act as resource and one of the...

  • Advisor Solutions Manager

    4 weeks ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    **PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

  • Practice Management and Training Specialist

    3 months ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Domain : Wealth and Investments / Location : Ontario or Quebec / Travel required / Level : Mid-senior / Language : French and English _ Reporting to the Director, Practice Management and Training, and based on the overall requirements of Investia and the priorities, you will build and maintain relationships with advisors in your region. You will facilitate...

  • Customer Service Representative

    3 weeks ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Group Insurance Sector / Permanent, Full-time / Telecommuting / Montreal, Quebec, Toronto / Start date: October 30, 2024_ Your ability to listen, your professionalism and your ability to establish a climate of trust enable you to offer a quality personalized customer experience. Do you like to understand your customer's needs and find the right solution and...

  • Banking Advisor

    3 months ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use...

  • Customer Service Representative

    3 days ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Group Pension / Permanent, Full-time / Remote work / Montreal, Toronto, Québec / Start date: November 4th_ Your active listening skills, professionalism, and ability to establish a sense of trust enable you to deliver high-quality and personalized customer experiences. Do you seek to understand your customers’ needs and look for the right solution and...

  • Banking advisor

    4 months ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Banking advisor

    4 months ago

    Quebec City, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Banking advisor

    4 months ago

    Quebec City, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...