Client Relationship Specialist
5 hours ago
Job Title: Client Relationship Specialist
Job Summary:
We are seeking a highly skilled Client Relationship Specialist to join our team at Equitable Life of Canada. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities:
- Manage the installation of new business, working closely with policyholders, advisors, and head office staff to ensure seamless onboarding.
- Provide support to our Group Account Executives, helping to drive sales and revenue growth.
- Process complex amendments and specialized employee notices, ensuring accuracy and timeliness.
- Coordinate and maintain high levels of policyholder service, including developing and maintaining relationships with group plan administrators.
- Deliver employee benefit presentations, responding to inquiries from policyholders, certificate holders, advisors, and head office staff on complex administrative or escalated claim situations.
- Work under tight deadlines, prioritizing tasks and managing multiple projects simultaneously.
Requirements:
- 3+ years of prior experience with group, life, and health products is preferred.
- 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 We Offer:
- 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 so you can spend time giving back to the community.
- 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.
- An 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.
How to Apply:
Please submit your application, including your resume and cover letter, to our HR team. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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