Member Setup Specialist

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

Job summary

Manulife in Montreal is seeking a data-minded professional to support Plan Member Administration for Corporate New Issue and related eligibility processes. You will manage and audit large data files, liaise with internal teams and clients, and ensure accurate updates across systems.

Ideal candidates bring experience in technical data work, strong MS Office skills, and a customer-service mindset. The role offers a hybrid work arrangement and opportunities to collaborate across departments.

Qualifications

• Experience in a technical role, preferably related to reviewing/manipulating large data files.
• Proven MS Office proficiency with advanced Excel
• Analytical, investigative and problem-solving skills

Responsibilities

• Act as liaison for Plan Member Administration for Traditional Corporate New Issue implementations.
• Manage eligibility data during warranty period and create electronic files.
• Amend traditional Corporate client data and update eligibility records as required.
• Load and report member data on administrative systems.
• Provide system/process expertise and testing support to IS and other departments.
• Troubleshoot and resolve client issues with timely, high-quality service.
• Prioritize and manage caseloads to maintain customer service and deadlines.
• Collaborate with IS team on data/system issues and testing.

Skills

Excel

Analytical skills

Customer service

Education

Post-secondary degree or equivalent

Tools

MS Office

Job description

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

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 [e-mail] .

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

Employees also have the opportunity to