Remote Client Experience Specialist — Group Benefits

Equitable; Vancouver; Remote; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Career growth

Total rewards

Vacation + volunteer day

Dress for your day

Job summary

Equitable is seeking a seasoned Client Relationship Specialist to join our Group team in Vancouver. You will support advisors, coordinate with internal partners, and deliver training across Plan Admin, Plan Member, and Advisor sites while ensuring superior client service.

In this role, you’ll leverage 3–5 years of group benefits knowledge, strong communication and presentation skills, and the ability to travel as needed.

Qualifications

• 3-5 years of Group benefits knowledge and experience.
• Superior analytical, organizational, time-management, problem solving accuracy and decision-making skills.
• Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
• Exceptional presentation and training skills.
• Comprehensive understanding of group insurance and the ability to understand Equitable processes. The CRS needs to understand risk and needs a working knowledge of every group department and their impact on clients.

Responsibilities

• Work with head office teams on complex issues, to provide efficient problem resolution to advisors
• Regularly communicate with clients to address questions, mitigate any concerns, and provide updates on the onboarding process
• Work in partnership with internal teams (Underwriting, Group Benefits Administration, Claims, etc.) to ensure client questions are answered, and the client’s needs are communicated
• Conduct Plan Administrator (PA) training sessions to ensure understanding of administrative guidelines and PA portal functionality. Sessions may be held in person or virtual. Travel may be required
• Conduct Plan Member sessions to familiarize plan members with Equitable claims and administration platforms, as well as their new benefits plan
• Manage the implementation of plan amendments including the quotation aspects if required. In all cases it includes coordinating all aspects of installation with both head office and the Plan Sponsor, negotiating dates and resolution within established guidelines
• Participate in finalist presentations
• Train advisor service teams on Equitable products, processes and systems
• Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations

Skills

Group benefits knowledge

Analytical skills

Communication skills

Presentation & training

Travel flexibility

Detail-oriented

Tools

Word

Excel

PowerPoint

Outlook

Job description

Equitable is seeking a seasoned Client Relationship Specialist to join our Group team in Vancouver. You will support advisors, coordinate with internal partners, and deliver training across Plan Admin, Plan Member, and Advisor sites while ensuring superior client service.

In this role, you’ll leverage 3–5 years of group benefits knowledge, strong communication and presentation skills, and the ability to travel as needed.