Client Setup Specialist

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.

Job Description

Our Group Benefits business is focused on creating an experience that is easy and meaningful to our clients. Group Benefits serves the needs of Plan sponsors, members, and market sources, helping make Canadians healthier and organizations stronger.

The Plan Sponsor Administration team links people, technology, and expert services to simplify group benefits administration and provide a consistent, powerful member and client experience. Our team supports our Group Benefits clients, coordinating efforts to provide world-class benefits administration and customer service.

Responsibilities

• Project management of Corporate Account Implementations, Reissues and Amendments, which includes:

• Accountability of all tasks involved in implementations and completion according to the schedule

• Professionally represent Plan Design at meetings including various levels of staff both internally and externally

• Analyzing client requirements and partnering with Underwriting Consultants to ensure the account structure and other aspects of client setup meet customer needs

• Providing expertise, support, and creative solutions for implementation and amendments

• Providing direction and timeline for setup of all systems and production of documents

• Communicating cross-functional tasks from all areas

• Provide warranty support for implementation as part of New Issues, Reissues or Project Amendment

• Reviewing client feedback for newly produced documents

• Coding ManuConnect and ensuring quality and productivity targets are met

• Developing scripts to support specialized customer solutions forward

• Manage and respond to inquiries and work orders

• Testing and supporting with system releases

How will you create impact?

If you enjoy working in a fast-paced, changing environment where every day brings something new and innovative ideas are encouraged, you may be the candidate we are looking for! Plan Sponsor Administration is looking for a Client Setup Specialist to join our Plan Design team. The successful candidate will be a highly motivated, influential, and passionate professional who is committed to building solid relationships while delivering on initiatives in a fast-paced and changing environment.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters.

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

• Exceptional customer service focus

• Get it done mentality, flexible & adaptable to change

• Strong Negotiation & Influencing Skills

• Action Oriented Problem Solver

• Collaborative Team Player

• Produce high quality deliverables on time

• Excellent verbal and written communication skills

• Bilingualism will be considered as an asset

What you bring:

• You realize that the need to continue to learn and invest in your own development is a never-ending journey.

• You never lose sight of the customer - their needs and their experience in doing business with us. You put the customer at the center of everything you do

• You learn FAST. You pick up new ideas, concepts, technologies, and tools easily

• You have excellent knowledge of Excel and are comfortable learning new applications and tools

• You demonstrate accountable behaviors - you take initiative, and show ownership in everything you do

• You “go with the flow” and can adapt to change, and even embrace it

• You successfully manage competing priorities like a champion

• You maintain your composure and best self during challenging times or challenging interactions

• You enjoy working with partners, have top-notch communication skills and are passionate about making their work easier and more efficient

• You love seeing your team and members of your team succeed. You use the knowledge and skills of your team members, even those with less experience than you

• You improve morale on your team with good humor and passion for your role

• You’re comfortable driving solution progress forward - even when your team doesn’t have all the answers yet. Dealing with the unknown and uncertain is no big deal for you

• You’re a capable and innovative problem-solver. You don’t like to stand by when you notice that there’s something that could work better for your team or Manulife. You want to improve things - and you do something about it!

Strong Assets:

• Knowledge and experience in the financial industry and specifically Group Benefits

• Knowledge and understanding of Group Benefit claim systems & technology

• Collaborative and outside the box thinker

What can we offer you?

• A competitive salary and benefits packages.

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• A focus on growing your career path with us.

• Flexible work policies and strong work-life balance.

• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture: We lead with our Values every day and bring them to life together.

• Boundless opportunity: We create opportunities to learn and grow at every stage of your career.

• Boundless opportunity: We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

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About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

The annual base salary for this role is listed below.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.