Member Setup Specialist

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

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife/John Hancock is seeking a proactive Member Set Up Specialist in Montreal. You will manage eligibility data for corporate client implementations and amendments, liaising with internal teams and clients. The role emphasizes accurate data handling and timely delivery within a hybrid work setup.

The ideal candidate has strong MS Office and Excel skills, experience with large data files, and a customer-service mindset. A post-secondary degree and ability to multitask are required.

Qualifications

• Analytical, investigative and problem-solving skills are essential.
• Experience in customer service and relationship building.
• Post-secondary degree or equivalent experience is required.

Responsibilities

• Act as a liaison for PMA with respect to traditional corporate implementations.
• Gather, audit and upload client eligibility data; manage amendments and ongoing data quality.
• Provide support across departments and assist with troubleshooting and testing of data systems.
• Ensure high levels of customer service while meeting tight deadlines.

Skills

Analytical problem solving

Customer service

Relationship building

Education

Post-secondary degree

Tools

MS Office

Excel

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 clientManage ongoing amendments for traditional Corporate clients; reviewing specific changes and determining correct action to be taken and updating the eligibility data as requiredConfidently 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 deadlinesLiaise with the IS team on data/system issues and provide testing supportRequired 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 processesAbility 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-HYBRIDThe role being advertised is an existing vacancy.About Manulife and John HancockManulife 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 EmployerAt 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 LocationMontreal, QuebecWorking ArrangementHybridSalary range is expected to be between$52,650.00 CAD - $87,750.00 CADEmployees 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 .