Client Relationship Specialist

6 days ago

Waterloo, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

**Reports To**: Manager, Customer Experience

**Department**: Group

**Term**: Full Time Permanent

**Region**: Ontario (Greater Toronto Area, Hamilton, Kitchener-Waterloo and surrounding areas)

**Work Arrangements**: 100% remote working with the expectation to travel within the region.

**The Opportunity**: Equitable Life is looking to hire a Customer Relationship Specialist to support the Eastern region This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team. In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators.

**What you will be doing**:

- Manage installation of new business by working with policyholders, advisors and head office staff
- Provide support to our Group Account Executives
- Process complex amendments and specialized employee notices
- Co-ordinate and maintain high levels of policyholder service which includes:

- Developing and maintaining relationships with group plan administrators
- Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
- 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
- Participate in finalist presentations

**What you will bring**:

- 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

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, generous 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
- Discounts on company products and services, and access to exclusive employee perks
- EQ culture days focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to provide two professional references (minimum one supervisor and above).

To learn more about Equitable Life, we encourage you to explore our organization.

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