Bilingual Mortgage Loyalty Specialist

Manulife•Quebec, ON

5d•Remote

About The Position

The Mortgage Loyalty Specialist role offers a dynamic opportunity to enhance client relationships and contributes to our mission of delivering exceptional service and innovative solutions. By understanding client needs and managing complex accounts, you will play a critical role in building long-lasting relationships and supporting clients through their renewal journeys. This position empowers you to leverage your communication, problem-solving, and analytical skills while collaborating with the sales team to balance client needs with business goals. Joining our team means you'll have the chance to grow professionally in a supportive and inclusive environment, where your well-being and career aspirations are prioritized. As part of our global network, you'll be instrumental in shaping the future of our customer service and retention strategies.

Requirements

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
3 to 5 years of financial management industry
Demonstrate strong communications skills, articulating the complexity of our products’ features in a clear and concise manner
Strong customer focus, with the ability to influence and negotiate

Nice To Haves

Excellent interpersonal skills with a high level of professionalism
Excellent problem solving, analytical, judgment and decision-making skills
Self-motivated with strong focus on success
Effective time management and ability to organize and prioritize
Effective customer relationship management
Excellent business acumen with strong decision-making skills
Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Responsibilities

Understand client needs to provide resources that enhance account management, while identifying opportunities for additional products to improve the customer’s situation.
Build long-lasting customer relationships, serving as the primary contact for future business needs and repeat transactions.
Manage complex files efficiently, addressing customer concerns with appropriate account structures, and support the renewal journey from start to finish.
Use sound judgment in offering solutions that balance client needs with business profitability, while promoting cost-saving benefits.
Collaborate with the sales team and peers, stay informed on industry trends, and maintain knowledge of current promotions and regulations to improve service and retention tactics.

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
various 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
full range of statutory leaves of absence