Client Relationship Liaison
3 weeks ago
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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