Corporate Benefits Client Relationship Specialist
1 month ago
Job Overview
The Client Relationship Specialist position serves as the external representative for Manulife, engaging with both current and prospective corporate clients, including large and jumbo accounts, as well as key Advisor Firms and Partners. This role collaborates closely with Account Executives in a client-facing capacity, enhancing the value provided to Plan Advisors/Consultants and Plan Sponsors through superior service and support. A high level of expertise in the corporate sector is essential to drive growth, execute necessary tasks, and maintain strong client retention.
Key Responsibilities:
Support Assist distribution partners in securing new business; participate in finalist presentations and implementation discussions. Act as a liaison for internal partners to facilitate new business acquisition, contributing as a subject-matter expert in short-list presentations and ongoing meetings. Address complex benefit plan inquiries and resolve escalated issues from Plan Sponsors, Plan Advisors/Consultants, and internal contacts, ensuring timely and thorough responses. Champion successful outcomes for all parties involved, overseeing the resolution and negotiation of service escalations. Initiate amendment requests, ensuring completeness and timely acquisition of outstanding requirements to meet deadlines. Collaborate with Customer Experience and Operations teams to share information and identify key issues. Engage in various internal initiatives related to Group Benefits services and products. Advise As a representative of Manulife, cultivate and sustain strong relationships with existing and potential partners. Grasp the complexities of each Plan Sponsor's Group Benefits designs and the sophistication of Advisors/Consulting firms. Prepare, analyze, and interpret client reports, utilizing web analytics platforms for comprehensive insights. Provide expertise on Manulife's digital experience for group benefits clients, promoting key features and driving adoption among plan members. Deliver insights on digital usage to assist clients in understanding plan health and identifying opportunities for engagement. Establish and maintain client relationships by identifying needs and promoting retention through tailored recommendations on plan design and service options. Educate Conduct presentations for employee groups to facilitate enrollment and introduce Group Benefits offerings. Train plan administrators on effective plan management methods. Lead workshops and training sessions on product updates and new features, maintaining regular contact with clients and advisors. Collaborate with Account Executives to launch new products, becoming an expert in delivering and educating clients on these services. Utilize presentation tools to effectively communicate services to clients, guiding them through new offerings and legislative changes.Shared Responsibilities:
Collaborate with a team of Account Executives and other Service Relationship Specialists, providing mentorship to new team members through job shadowing and support systems.
Qualifications:
Extensive knowledge and experience in Group Benefits. In-depth understanding of Group Benefits products and services. Proven ability to build and strengthen client and consultant relationships. Strong initiative and self-management skills. GBA designation or progress towards it. Understanding of funding arrangements, underwriting concepts, and financial reporting. Proficient in Microsoft Office, Excel, PowerPoint, and web analytics platforms. Excellent presentation and communication skills. Ability to work independently and collaboratively within a team. Strong analytical and problem-solving skills. High level of negotiation and relationship management skills. Must possess a valid driver's license and have access to a personal vehicle.About Manulife:
Manulife Financial Corporation is a leading international financial services group dedicated to helping individuals and businesses make informed decisions and improve their lives. With a presence in Asia, Canada, and Europe, we provide a wide range of financial advice, insurance, and asset management solutions. We are committed to fostering a diverse and inclusive work environment that reflects the communities we serve.
Manulife is an Equal Opportunity Employer
We embrace diversity and strive to create an inclusive workplace. We are dedicated to fair recruitment and retention practices and ensure equal access to employment opportunities for all individuals.
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Toronto, Ontario, Canada Manulife Full timeJob Overview The Client Relationship Specialist role serves as the external representative for Manulife, engaging with both current and prospective corporate clients, including large and jumbo accounts, as well as key Advisor Firms and Partners. This position collaborates closely with Account Executives in a client-facing capacity, providing essential...
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Corporate Benefits Client Relationship Manager
1 month ago
Toronto, Ontario, Canada Manulife Full timeJob Overview The Corporate Benefits Client Relationship Manager serves as the external representative for Manulife, engaging with both current and prospective corporate clients, including large and jumbo accounts, as well as key Advisor Firms and Partners. This role collaborates closely with Account Executives in a client-facing capacity, providing support...
-
Corporate Benefits Client Relationship Manager
1 month ago
Toronto, Ontario, Canada Manulife Full timeJob Overview The Corporate Benefits Client Relationship Manager serves as the external representative for Manulife, engaging with both current and prospective corporate clients, including large and jumbo accounts, as well as key Advisor Firms and Partners. This position collaborates closely with Account Executives in a client-facing capacity, ensuring...
-
Corporate Benefits Client Relationship Manager
1 month ago
Toronto, Ontario, Canada Manulife Full timeJob OverviewThe Corporate Benefits Client Relationship Manager serves as the external representative for Manulife, engaging with both current and prospective corporate clients, including large and jumbo accounts, as well as key Advisor Firms and Partners. This position collaborates closely with Account Executives in a client-facing capacity, ensuring the...
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Corporate Benefits Client Relationship Manager
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Corporate Benefits Client Relationship Manager
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Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timePosition Overview:The Corporate Benefits Client Relationship Manager will concentrate on fostering connections with both current and prospective corporate clientele within the Group Benefits sector. This role will collaborate closely with Account Executives to ensure exceptional service delivery to Plan Advisors/Consultants and Plan Sponsors. Key duties...
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Toronto, Ontario, Canada Manulife Full timeJob DescriptionThe Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients, as well as our key Advisor Firms and Partners. This role requires advanced skillset in the corporate space to accelerate growth in our book of business, perform tasks required, and be proficient in retaining corporate...
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Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeJob Title: Group Benefits Service Relationship SpecialistAbout the Role:We are seeking a highly skilled Group Benefits Service Relationship Specialist to join our team at Company 1 - The Manufacturers Life Insurance Company. As a key member of our Group Benefits team, you will be responsible for building and maintaining strong relationships with our...
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Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeJob Summary:The Group Benefits Service Relationship Specialist plays a critical role in representing Company 1 - The Manufacturers Life Insurance Company externally with existing and potential corporate clients, as well as our key Advisor Firms and Partners. This role requires advanced knowledge of the corporate space to accelerate growth in our book of...
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Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeJob Summary:The Group Benefits Service Relationship Specialist plays a critical role in representing Company 1 - The Manufacturers Life Insurance Company externally with existing and potential corporate clients, as well as our key Advisor Firms and Partners. This role requires advanced knowledge of the corporate space to accelerate growth in our book of...
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Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeJob Summary:The Corporate Client Relationship Manager will represent Company 1 - The Manufacturers Life Insurance Company externally with existing and potential corporate clients, as well as our key Advisor Firms and Partners. This role requires advanced skillset in the corporate space to accelerate growth in our book of business, perform tasks required and...
