Small Business Implementation Specialist

Manulife Financial; Ontario; Remote; CAD 50,000 - 85,000; Full time

Job summary

A leading financial services provider in Ontario is seeking a Small Business Implementation Specialist to facilitate the transition of Group Benefits plans. Responsibilities include liaising with internal partners, ensuring plan feasibility within systems, and assessing risks. Candidates should possess strong communication and negotiation skills, alongside a deep understanding of Group Benefits. This role offers a remote work option with competitive compensation and comprehensive benefits.

Benefits

Opportunities for learning and career growth

Flexible work environment

Generous paid time off

Health and dental insurance

Retirement plans

Qualifications

• Deep understanding of Group Benefits contract provisions and administrative practices.
• Ability to build relationships and influence decisions.
• Ability to present information effectively at various organizational levels.

Responsibilities

• Serve as a contact during implementation, providing communication for sales staff and Market Sources.
• Ensure plan designs can be managed within existing technology and processes.
• Collaborate with internal partners to resolve client requests and issues.

Skills

Communication skills

Negotiation skills

Mathematical aptitude

Proficiency in Microsoft Office

Risk management

Job description

The Small Business Implementation Specialist is responsible for the successful and accurate implementation of Coverage Plan Sponsors. They will serve as an expert guide for Advisors during the transition of Clients Group Benefits plans to Manulife, utilizing comprehensive knowledge in systems, pricing, underwriting, administration, and customer service. The individual acts as a subject matter expert to ensure effective implementation of newly sold group benefit policies.

Position Responsibilities:

• Serve as a dedicated contact during implementation, providing clear verbal and written communication to add value for both the Regional Group Office (RGO) sales staff and Market Sources.
• Ensure plan designs sold can be managed within the existing technology, processes, procedures, and product offerings across all areas of Group business.
• Assess and determine appropriate non-standard risk assessments.
• Collaborate with internal partners in Group Benefit business to resolve client requests and issues, escalating to management when necessary.
• Support RGO in maintaining relationships with Plan Sponsors and Market Sources by responding to inquiries related to risk, benefits, eligibility, and administration.

Required Qualifications:

• Deep understanding of Group Benefits contract provisions, administrative practices, claims systems, and funding arrangements.
• Strong negotiation skills with the ability to build relationships and influence decisions.
• Excellent communication skills to clearly articulate ideas and present information effectively at various organizational levels and to external partners.
• Mathematical aptitude.
• Proficiency in PC and Microsoft Office applications.
• Ability to make balanced decisions considering risk management and Plan Sponsor needs.

Preferred Qualifications:

• Extensive knowledge of Manulife Systems.
• Bilingualism (English and French) is an asset; proficiency in both languages is required if based in Québec to support clients from different provinces.

What We Offer:

• Opportunities for learning and career growth.
• A flexible, inclusive environment that values well-being.
• Support in shaping your future as part of our global team.

About Manulife and Our Values:

Manulife Financial is a leading international financial services provider dedicated to helping people achieve "easy investing and wealth building for a prosperous life." For more information, visit https://www.manulifeim.com/institutional/tw/en.

Equal Opportunity Employer:

Manulife embraces diversity and is committed to creating an inclusive environment. We promote fair hiring, retention, promotion, and compensation practices regardless of race, ethnicity, gender, age, or other protected factors. For assistance during the application process, contact [e-mail].

Location & Compensation:

Canada, Ontario - Full-time remote work. Salary range: $50,700.00 CAD - $84,500.00 CAD. For roles outside the primary location, contact [e-mail] for local salary information. Actual compensation depends on market conditions, location, and qualifications. We offer various benefits, including health, dental, mental health, disability, life insurance, retirement plans, and generous paid time off.