Member Setup Specialist

Manulife group; Montreal (administrative region); Hybrid; CAD 53,000 - 88,000; Full time

Job summary

Manulife Financial Corporation in Montreal is seeking a Member Set Up Specialist to manage eligibility data for traditional corporate client implementations and amendments. You will liaise with clients, gather and audit data, and ensure timely electronic uploads.

You'll support ongoing eligibility management, assist with data issues, and collaborate with IS and other departments to maintain high service levels under tight deadlines in a hybrid work environment.

Qualifications

• Experience in a technical role handling large data files.
• Proficient with MS Office and Excel (intermediate to advanced).
• Strong analytical and problem-solving abilities.
• Customer service experience and relationship-building.
• Post-secondary degree or equivalent work experience.
• Experience with Group Benefits is a plus.

Responsibilities

• Lead traditional corporate new issue implementations and audit client eligibility data.
• Manage ongoing eligibility data during warranty periods.
• Process amendments for traditional corporate clients.
• Load and report member data on administrative systems.
• Provide system and procedure expertise.
• Support other departments and troubleshoot client issues.
• Prioritize client caseloads to ensure high service levels.
• Coordinate with IS team on data/system issues and testing.

Skills

Technical data handling

MS Office / Excel

Analytical skills

Customer service

Post-secondary degree

Group Benefits knowledge

Education

Post-secondary degree or equivalent

Tools

MS Office

Job description

Plan Member Administration is looking for a dynamic, positive, high performing individual who enjoys working within a fast-paced, flexible, supportive and team focused environment. Reporting to the Manager, PMA the Member Set Up Specialist is responsible for managing eligibility data for traditional corporate client implementations and facilitating eligibility requirements for corporate amendments within Plan Member Administration.

Position Responsibilities:

• Act as a key liaison for Plan Member Administration with respect to Traditional Corporate New Issue implementations; attend meetings both internally and with clients; to gather, receive, compare and audit client eligibility data to create and upload data electronically.
• Manage ongoing eligibility data during the warranty period; creation and implementation of electronic eligibility files with the client or through regular emails and spreadsheets from the client
• Manage ongoing amendments for traditional Corporate clients; reviewing specific changes and determining correct action to be taken and updating the eligibility data as required
• Confidently load and report on member data on various administrative systems.
• Provide expertise on related systems and procedures, file specifications and manual updating.
• Provide technical and administrative support to other departments as needed.
• Participate in troubleshooting and problem analysis in resolving client issues.
• Manage dedicated client caseloads with the ability to organize and prioritize in order to ensure a high level of customer service at all times while meeting tight deadlines
• Liaise with the IS team on data/system issues and provide testing support

Required Qualifications:

• Experience in a technical role; preferably related to review and/or manipulation of large data files.
• Proven experience with MS Office; with an intermediate to advanced level knowledge of Excel.
• Analytical, investigative and problem-solving skill and experience.
• Customer service experience, with a high aptitude for relationship building – internally and with clients.
• Post-secondary degree or an equivalent combination of education and work experience.
• Previous experience with Group Benefits and associated products is an asset.

Preferred Qualifications:

• Excellent time management and organizational skills.
• Results oriented with a high degree of accuracy and attention to detail.
• Ability to work independently and within a team.
• Takes ownership and accountability for decisions, actions and results.
• Excellent interpersonal skills and written and verbal communication skills.
• Ability to demonstrate initiative, confidence and resilience in every day situations.
• Responds to challenges and opportunities in a positive and productive manner.
• Ability to quickly learn new systems and processes
• Ability to multi-task concurrent/parallel activities and adapt to a continuously changing environment.

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.

#LI-HYBRID

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは"あなたの未来に、わかりやすさを"を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[e-mail]までご連絡をお願いします。

Referenced Salary Location

Montreal, Quebec

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.