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Consultant Implementation Coordinator
3 months ago
Job Overview
The Implementation Project Manager (IPM) plays a crucial role in assisting distribution partners to deliver enhanced benefits and exceptional service to Consultants and Plan Sponsors during key phases such as quoting, finalist selection, and project execution. This position requires collaboration with various internal teams, including Operations, Underwriting, and Distribution.
Leveraging industry expertise, the IPM guarantees outstanding service to clients and consultant groups. They represent the organization in a professional manner during client-facing interactions and emphasize empowering clients to engage with digital tools and experiences. Strong relationship management capabilities are essential for nurturing connections with Clients, Consultants, and Sales teams.
A comprehensive understanding of Group Benefits products, services, and workflows is imperative. The IPM must possess negotiation and influence skills to effectively collaborate across departments and with external Consultants and Sponsors.
Effective project management and time management skills are vital for achieving implementation objectives. Proficiency in presentation skills, both in-person and virtual, is also required. The IPM is responsible for ensuring that project milestones are achieved and client satisfaction is consistently maintained.
Key Responsibilities
Relationship Management – 30%
- Assist Distribution partners in securing new business, including finalist presentations and project discussions.
- Serve as the primary liaison for clients during implementation phases, ensuring project specifications and timelines are adhered to.
- Organize client and internal project meetings, delegate responsibilities, negotiate, and follow up on implementation tasks.
- Monitor project progress, report updates, and escalate issues to senior management as needed.
- Provide support to the project team and facilitate issue resolution.
Consultation – 35%
- Deliver expertise on digital experiences for group benefits clients and encourage the use of digital tools.
- Engage in the presale/finalist process and collaborate with clients to gather project details.
- Enhance plan activities related to implementation and administration, providing recommendations to clients.
- Adhere to legislative and privacy guidelines during client interactions.
Project Management – 35%
- Develop and modify implementation schedules as necessary, ensuring seamless execution.
- Oversee the implementation project, track tasks and timelines, and assist in overcoming challenges.
- Secure approvals for changes, inform clients and the project team, and monitor costs.
- Conduct Overall Satisfaction Surveys post-implementation for clients.
What Drives You?
- A customer-centric approach, curiosity, teamwork, accountability, integrity, and commitment to diversity.
Desired Qualifications
- Valid driver's license and personal vehicle.
- At least five years of experience in Group Benefits or account management.
- Strong knowledge of Group Benefits products and services.
- Prior project management experience; PMP certification is a plus.
- Proficiency in Microsoft Office.
- Ability to influence decision-makers, think critically, and analyze data.
- Excellent customer-facing skills, organizational abilities, time management, and presentation skills.
What We Offer
- Competitive salary and comprehensive benefits.
- Opportunities for career advancement, flexible work arrangements, and professional development.
- Commitment to diversity, equity, inclusion, and corporate social responsibility.
About Manulife
Manulife Financial Corporation is a global financial services organization dedicated to simplifying decisions and enhancing lives. Operating under the names Manulife and John Hancock in various regions, the company provides financial advice, insurance, and wealth and asset management solutions. With a strong emphasis on diversity and inclusion, Manulife cultivates an inclusive workplace for all employees.