22 Oct
|
Manulife
|
Montreal
Capitalizing on sound industry knowledge, the Bilingual Implementation Specialist delivers superior service to their various client and advisor groups within the Group Retirement Pension department. This role represents Manulife professionally in client-facing meetings as well as driving value for our clients and their plan members through empowering them to use Manulife’s group pension engagement platform. Strong relationship management skills are essential in building and maintaining connections with Clients, Advisors/Consultants and Manulife’s sales and service teams. An in-depth knowledge and understanding of the Group Pension products, services and workflows are a must. Negotiating and influencing skills are paramount given the Implementation Specialist collaborates internally across multiple departments, as well as externally with Plan Advisors, Consultants and Sponsors.
Position Responsibilities:
- Primary contact for the client during implementation phases, ensuring the needs, expectations and timelines set out in the project are being met.
- Coordinates and facilitates all client and internal project team meetings (virtual or live) including the maintaining of action items and meeting minutes.
- Delegates, negotiates, and follows up on all implementation tasks with each of the internal areas that are involved.
- Tracks and reports the status of each project and proactively escalates any significant barriers or issues to Senior management where necessary.
- Provide expertise on Manulife’s digital experience for group pension clients (web, mobile, voice), and highlight key features and functionality.
- Support group pension clients in driving adoption of our digital tools and experiences among their plan members.
- Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project.
- Optimizes the plan's activities, as it relates to implementation and administration, providing recommendations on plan design, service options, technology solutions, and any ongoing administration needs to the client.
- Provides direction and solutions during client discussion regarding plan set-up, eligibility, contractual and administrative information.
- Applies understanding of legislative and privacy guidelines to assist client in meeting.
- Creates implementation schedules and modifies during the implementation as required; ensuring that any downstream impacts of changes are clearly articulated, understood, and carried out by each impacted area.
- Manages the implementation project, ensuring tasks are being completed, timelines are being met, resources are available, and assisting with reducing any roadblocks.
Required Qualifications:
- French bilingual proficiency is required, both oral and written.
- Minimum five years of work experience in Group Pension and/or account management.
- Thorough knowledge of Group Pension products and services.
- Proficiency in all Microsoft Office products.
- Ability to influence decision makers at all levels.
- Ability to think critically, analyze quantitative and qualitative data, and make recommendations to help clients identify opportunities for effective plan design.
- Robust customer-facing skills including expectation management, communication skills, information management.
- Ability to drive issues through the organization.
- Strong organization and time management skills.
- Demonstrated experience in presentation skills, negotiating commitments, turnaround times, etc. with various other line areas.
- Project management and time management skills are required to ensure deliverables for each implementation are met.
- Presentation skills, both in person and virtually are also necessary.
Preferred Qualifications:
- Excellent oral and written communication skills along with strong negotiation skills preferred.
- Previous experience with a project management role/approach (PMP is an asset).
- You obsess about customers, listen, engage, and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
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. <
📌 Bilingual Implementation Specialist (Montreal)
🏢 Manulife
📍 Montreal