The Service Relationship Specialist role represents Manulife externally with existing and potential (Mid-Market and may include some Corporate clients) as well as our key Advisor Firms and Partners.  They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and superior service to Plan Advisors/Consultants and Plan Sponsors.  This team collaborates with internal service providers such as Customer Experience, Underwriting, and Implementation, Plan Document Services, Sponsor Financial Services, Plan Member Administration, teams to provide exceptional service to new and existing Mid-Market clients of 50+ lives.  

Individual Responsibilities:

Support – 35%

• Support Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments.  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.

• Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts.  Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.

• Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations.  Advocate for a favorable conclusion for all parties.  All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.

• Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. 

• Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.

• Assist with general internal initiatives related to Group Benefits services, products, and procedures.

• Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.

• Take on special projects and/or research assignments for client needs.

Advise – 35%

• 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. 

• Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. 

• Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.

• Support group benefits clients in driving adoption of our digital tools and experiences among their plan members 

• Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. 

• You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.

• Establish and maintain client relationships by identifying current or potential needs and promoting client retention.

• Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.

• Applies understanding of legislative and privacy guidelines to assist in client meetings.

Educate – 30%

• 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.

• Lead customer workshops and training around product updates & new features 

• Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.

• When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services.  Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.

• Using our Seismic Tools to put presentations together to present and deliver our services to clients.

• Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.

• Coaching mindset and abilities enabling to define solutions and delivering outcomes.  

Shared Responsibilities:

• 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.

Job Requirements:

• Minimum three to five years of work experience in Group Benefits.  

• 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.

• GBA designation or working towards the designation an asset.

• Good knowledge of underwriting concepts. 

• Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.

• Excellent presentation skills and the ability to influence decision makers in various areas of organization.

• Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.

• Strong customer-facing skills including expectation management, communication skills, information management.

• Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.

• Outstanding analytical, strategic, and problem-solving thinking ability – enabling the candidate to recognize issues, outline possible implications and suggest solutions.

• Relationship-oriented; must be 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.

• Must have a valid driver’s license and a personal automobile.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à hr@manulife.com.

Région de référence du salaire

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Les employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Si vous postulez à ce poste en dehors de votre lieu principal, veuillez contacter hr@manulife.com pour connaître la fourchette salariale applicable à votre région.

Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à hr@manulife.com pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.