Member setup specialist

Société Financière Manuvie; Montreal (administrative region); Hybrid; CAD 53,000 - 88,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Mental health support

Vision care

Disability insurance

Life and AD&D insurance

Wellness programs

Pension plan

Job summary

Manulife Financial Corporation is seeking a dedicated Member Set Up Specialist for Plan Member Administration in Montreal. You will manage eligibility data for Traditional Corporate implementations, coordinate amendments, and ensure accurate data uploads across systems.

You will liaise with clients and internal teams, handle data processing during warranty, and support troubleshooting and testing while maintaining exceptional service levels.

Qualifications

• Experience in a technical role handling large data files.
• Proficient with MS Office and advanced Excel.
• Analytical and problem-solving abilities.
• Strong customer service and relationship-building skills.
• Post-secondary degree or equivalent experience.
• Group Benefits knowledge is an asset.

Responsibilities

• Act as liaison for Plan Member Administration during Traditional Corporate New Issue implementations and gather eligibility data.
• Manage ongoing eligibility data during warranty period and create electronic files with client input.
• Review amendments for traditional Corporate clients and update eligibility data as needed.
• Load and report member data on administrative systems.
• Provide expertise on systems, file specs, and updates.
• Support other departments technically and administratively.
• Troubleshoot and analyze client issues to resolve them.
• Manage client caseloads with prioritization for high service levels and deadlines.
• Liaise with IS on data/system issues and provide testing support.

Skills

Analytical thinking

Customer service

Data analysis

Relationship building

Problem solving

Education

Post-secondary degree or equivalent

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 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.

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 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.

Benefits:

• health
• dental
• mental health
• vision
• short- and long-term disability
• life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• 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

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.