Client Relationship Liaison

3 weeks ago


Saskatchewan, Canada Equitable Life of Canada Full time

Client Relationship Specialist Role:

At Equitable Life of Canada, we are seeking a Client Relationship Specialist to support our Western region.

Key Responsibilities:

  • Manage the installation of new business by collaborating with policyholders, advisors, and head office staff.
  • Provide support to our Group Account Executives, ensuring seamless customer service.
  • Process complex amendments and specialized employee notices in a timely manner.
  • Co-ordinate and maintain high levels of policyholder service, including:
  • Developing and maintaining relationships with group plan administrators.
  • Coordinating and hosting benefit installation meetings with clients and/or advisors.
  • Delivering employee benefit presentations.
  • Responding to inquiries from policyholders, certificate holders, advisors, and head office staff on complex administrative or escalated claim situations.
  • Able to work under tight deadlines and participate in finalist presentations.

Requirements:

  • 3+ years of prior experience with group, life, and health products.
  • Valid driver's license required.
  • Ability to travel occasionally.
  • Group Product knowledge is essential.
  • Knowledge of government plans as they integrate with group plans.
  • Post-secondary education and training in a related field.
  • Excellent organizational and time management skills.
  • Excellent communication skills both verbal and written.
  • Sound knowledge of Windows, Word, Excel, and PowerPoint.
  • Ability to work in a team environment.
  • Bilingual skills (French/English) are an asset.

What's in it for you:

  • A healthy work-life balance with employee wellness top of mind.
  • Annual bonus program, annual vacation allowance, and company-paid benefits program.
  • An additional paid volunteer day each year.
  • Immediate enrollment in the company's pension program with employer matching.
  • Employee resource groups that support an inclusive work environment.
  • Tuition support and specialized program assistance.
  • Onsite, full-service cafeteria with a variety of daily options.
  • Discounts on company products and services, and access to exclusive employee perks.
  • Regular EQ Together events focused on company togetherness and collaboration.


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