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Group Benefits Service Relationship Specialist
2 months ago
The 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 clients.
Key Responsibilities:- Support: Assist Distribution partners in the acquisition of new business, participate and present in finalist presentations and implementation meetings. Assist internal partners in acquiring new business by serving as a liaison, take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.
- Advise: As the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review.
- Educate: Deliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.
- Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.
- Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services on the corporate market.
- Extensive Group Benefits knowledge and experience.
- In-depth knowledge and understanding of the Group Benefits products and services.
- Building and strengthening existing client and consultant/advisor relationships.
- Proven ability to take initiative, be a strong self-manager, and display integrity.
- 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.
