The role of Implementation Specialist is to implement the new business of our mid case clients into Group Retirement Services (GRS) and to project manage any complex amendments or plan changes for our mid case clients as well as simple amendments and fund rationalizations for the large case as required. The role involves relationship management, consulting, and project management. Utilizing a project management approach, the Implementation Specialist is involved during the implementation and warranty process to see the Customer through all aspects of the Implementation.

Through a partnering relationship with the Account Executive, Client Relationship Manager and internal teams, the Implementation Specialist will ensure that Manulife is responding to the needs of the Customer as well as Manulife.

The Implementation

Specialist will have primary responsibility for project managing to ensure a successful implementation with tracking and reporting on the progress of the various implementation stages. Creation of implementation schedules Primary contact for the Client and/or Advisor during the implementation phase Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project Coordinates, delegates, negotiates,



and follows up on all implementation tasks with each internal area involved throughout the process areas to ensure all areas have required information for plan set up and works as liaison with client to resolve issues, missing information Tracks and reports the status of each project and proactively escalates any significant barriers or issues to Sr. management as necessary Project manages the implementation schedule, provides status updates to Client and/or Plan Advisor and Account Executive and/or Client Relationship Manager Coordinates the initial enrolment period (paper enrolment forms, or electronic data) and contacts plan sponsor for missing employee information Implementation Specialists are expected to handle between 15 to 20 implementations at any one time: depending on size and complexity and the success of our sales organization Knowledge of contract provisions and administrative practices of Group Retirement products and systems Group Retirement experience Valuable knowledge of Window’s based software (Word, Excel) Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. Customer service focused – ability to effectively negotiate/communicate with internal and external clients

📌 Implementation Specialist / Spécialiste en implémentation (Ontario)
🏢 Manulife/John Hancock
📍 Ontario