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Group Benefits Service Relationship Specialist
2 months ago
Description
The Group Benefits Service Relationship Specialist plays a critical role in representing Manulife externally with existing and potential corporate clients, as well as key Advisor Firms and Partners. This role requires advanced knowledge of the corporate space to accelerate growth in our book of business, perform tasks required, and be proficient in retaining corporate clients.
Key Responsibilities:
- Support Distribution partners in the acquisition of new business, participate in finalist presentations and implementation meetings, and assist internal partners in acquiring new business by serving as a liaison.
- Advise clients on Manulife's Group Benefits services, provide expertise on digital experience, and drive results by reviewing special requests and promoting products and services based on client needs.
- Educate clients on Group Benefits products and services, deliver presentations to employee groups, and lead customer workshops and training on product updates and new features.
Shared Responsibilities:
Collaborate with a team of Account Executives and work with new Service Relationship Specialists to ensure a smooth transition.
Job Requirements:
- Extensive Group Benefits knowledge and experience.
- In-depth knowledge and understanding of Group Benefits products and services.
- Proven ability to take initiative, be a strong self-manager, and display integrity.
- GBA designation or working towards the designation.
- Understanding of funding arrangement, underwriting concepts, risk analysis, and financial reporting.
- Strong technical and analytical skills using Microsoft Office Products, Excel, and/or PowerPoint, Web Analytics platforms.
- Excellent presentation skills and the ability to influence decision makers.
- Supports, participates, and presents in corporate Finalist Presentations to attain new and keep existing business out to Market.
- Strong customer-facing skills, including expectation management, communication skills, and information management.
- Ability to work independently and in a team setting, self-starter, innovative thinking, and driven by quality.
- Outstanding analytical, strategic, and problem-solving thinking ability.
- Relationship-oriented, comfortable working with a wide range of individuals at different levels, managing across, up, and down, and self-manage to meet timelines of multiple priorities.
- Capability to determine sensitive client needs or issues.
- Optimizes the plan's activities, as it relates to administration, providing recommendations on plan design, service options, technology solutions, and ongoing administration needs of the client in the corporate space.
- High level of proficiency and negotiation skills required.
- High level of capability required to assist in retaining and winning new business.
- Ability to think critically, analyze quantitative and qualitative data, and make recommendations to help clients identify opportunities for engagement/education among their plan members.
- Must have a valid driver's license and a personal automobile.
Competencies:
- Proven ability to determine business priorities, meet goals, manage high volumes of work.
- Excellent analytical, problem-solving, interpersonal, organizational, and time management skills.
- Negotiation and influencing skills are paramount.
- Strong attention to detail.
- Champion of superior service delivery, customer service, oral and written communication skills.
- Comprehensive understanding and knowledge of Manulife's administrative systems.
- Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.
- Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.
- Persuasive communicator with an ability to clearly articulate ideas and present information.
- Collaborating internally across multiple departments.
- Outstanding leadership and presentation skills.
- Ability to be flexible and empathetic and ability to manage conflicts.
- Proficient in the use of modern technology.
- Know and understand the growth and persistency strategies.
- Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.
- Service Relationship Specialist attends all meetings for client's re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.
- Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.
- Excellent planning and project management skills with a confirmed ability to complete large/sophisticated concurrent projects within tight timeframes.
- High level of skillsets and knowledge required for corporate business, understanding of complex structure.
- Proficient to gather and submit details on complex amendments on large corporate business, includes in-depth understanding of their set-up.
- Ability to offer consultative solutions on the corporate block of business while working closely with our key Advisor/Consultant firms.
- Understanding the reports on client utilization and presenting areas to assist their employees.
- Take the Lead in Projects for large corporate clients for Implementing new companies, mergers, acquisitions, restructures.
- Service Relationship Specialist acts as project manager in assisting Head Office Partners/Underwriters in large project initiatives depending on client needs.
- In-depth understanding of Admin Advantage Flex Benefits operations.
- Must be fully bilingual both oral and written (in Quebec only).
Decision Authorities:
- This role directly impacts the Sales, Profitability, and Persistency of the overall Distribution offices.
- Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.
- Identifies areas where we can be of further assistance to our clients by sharing information about other products available to them. Educating Clients with all of Manulife's Group Benefits services that they would benefit from.
- In this role, must possess ability to make decisions and take ownership that will bring in new business for the large corporate groups. Being top presenters at Finalists, digitally proficient, either in person or virtually and developing close relationships with our key Advisor/Consultant firms.
Key Challenges:
- Handling high volumes of work within tight time frames and balancing challenging priorities.
- Working with many Advisors/Consultants and Account Executives and balancing their demands, needs, and expectations.
- When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.
- Direct interaction with very senior, decision-makers, and those who influence decisions on what business Manulife wins and retains.
Working Conditions:
- Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.
- This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.
- Work Smart options are available.
- Some occasional travel to other provinces within Canada or U.S. for Large National Corporate Client meetings.
