Client Setup Specialist

4 months ago

Waterloo, 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

**The opportunity**

**Are you interested to work in an innovative area with great opportunities?**

Our Group Benefits business is focused on creating an experience that is easy and meaningful to our clients. Group Benefits serves the needs of Plan sponsors, members, and market sources, helping make Canadians healthier and organizations stronger.

The Plan Sponsor Administration team links people, technology, and expert services to simplify group benefits administration and provide a consistent, powerful member and client experience. Our team supports our Group Benefits clients, coordinating efforts to provide world class benefits administration and customer service.

**Does this sound like you?**
- Exceptional customer service focus
- Get it done mentality, flexible & adaptable to change
- Strong Negotiation & Influencing Skills
- Action Oriented Problem Solver
- Collaborative Team Player
- Produce high quality deliverables on time
- Excellent verbal and written communication skills

**Responsibilities**:

- Project management of Corporate Account Implementations, Reissues and Amendments, which includes:

- Accountability of all tasks involved in implementations and completion according to the schedule
- Professionally represent Plan Design at meetings including various levels of staff both internally and externally
- Analyzing client requirements and partner with Underwriting Consultants to ensure the account structure and other aspects of client setup meet customer needs
- Providing expertise, support, and creative solutions for implementation and amendments
- Providing direction and timeline for setup of all systems and production of documents
- Communicating cross functional tasks from all areas
- Provide warranty support for implementation as part of New Issue, Reissue or Project Amendment
- Reviewing client feedback for newly produced documents
- Coding ManuConnect and ensuring quality and productivity targets are met
- Developing scripts to support specialized customer solutions forward
- Manage and respond to inquiries and workorders
- Testing and supporting with system releases

**What you bring**:

- You realize that the need to continue to learn and invest in your own development is a never-ending journey.
- You never lose sight of the customer - their needs and their experience in doing business with us. You put the customer at the center of everything you do
- You learn FAST. You pick up new ideas, concepts, technologies, and tools easily
- You demonstrate accountable behaviors - you take initiative, and show ownership in everything you do
- You “go with the flow” and can adapt to change, and even embrace it
- You successfully manage competing priorities like a champion
- You maintain your composure and best self during challenging times or challenging interactions
- You enjoy working with partners, have top-notch communication skills and are passionate about making their work easier and more efficient
- You love seeing your team and members of your team succeed. You use the knowledge and skills of your team members, even those with less experience than you
- You improve morale on your team with good humour and passion for your role
- You’re comfortable driving solution progress forward - even when your team doesn’t have all the answers yet. Dealing with the unknown and uncertain is no big deal for you
- You’re a capable and innovative problem-solver. You don’t like to stand by when you notice that there’s something that could work better for your team or Manulife. You want to improve things - and you do something about it

**Strong Assets**:

- Knowledge and experience in the financial industry and specifically Group Benefits
- Knowledge and understanding of Group Benefit claim systems & technology
- Collaborative and outside the box thinker

**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 can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward an

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