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- Service Representative
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Service Representative Jobs
Company | Manulife |
Address | Calgary, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance |
Expires | 2023-07-10 |
Posted at | 11 months ago |
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
- Build and maintain successful and lasting relationships with existing and potential customers.
- Initiate Amendments requests for existing groups ensuring that information is complete and outstanding requirements are obtained
- Support Distribution partners in the acquisition of new business; participate in finalist presentations and implementation meetings.
- Advise – 35%
- Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer
- Respond to benefit plan inquiries and resolve escalated inquiries from Plan Sponsors, Plan Advisors/Consultants and internal department contacts.
- Lead customer workshops and training around product updates & new features
- Prepare and analyze client reports by translating data into meaningful information.
- Deliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote).
- Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality
- Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement
- Educate – 30%
- Support group benefits clients in driving adoption of our digital tools and experiences among their plan members
- Generate client reports using web analytics platforms (Google Analytics, Adobe Analytics) and our own internal reporting tools
- Meet with plan administrators to train and educate them on effective methods of plan administration.
- Thorough knowledge of Group Benefits products and services.
- Strong presentation skills and the ability to influence decision makers in various sizes of organization
- Strong customer-facing skills including expectation management, communication skills, information management
- Good knowledge of underwriting concepts.
- Experience using web analytics platforms (Google Analytics, Adobe Analytics) would be an asset
- Proficiency in all Microsoft Office products.
- Knowledge of Adobe Marketing Cloud (Adobe Experience Manager, Adobe Target) would be an asset
- GBA designation or working towards the designation an asset.
- 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.
- Demonstrated analytical skills using Excel and/or PowerPoint to arrange and display relevant information during customer business reviews
- Strong oral and written communication skills.
- Proven ability to determine business priorities, meet goals, manage high volumes of work and work collaboratively within team and across multiple teams.
- Excellent analytical, problem solving, interpersonal, organizational and time management skills.
- Excellent customer service skills.
- Strong negotiation and conflict management skills.
- Good leadership and presentation skills.
- Ability to be flexible and empathetic.
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