Client Account Representative

Manulife • Montreal, QC

1d • Hybrid

About The Position

The Client Account Representative (CAR) is the single point of contact for day to day service in the organization. The CAR is accountable for ensuring any service related issues are managed within specified timeframes and organizing all resources required to deliver the best customer experience. This includes successfully resolving any issues. The CAR is responsible for devising and implementing effective solutions that enhance the service experience in the short and long term.

Requirements

• Strong Customer Service experience demonstrating proven ability to manage and foster relationships with both internal and external partners
• Strong knowledge of workflows, procedures, and the functionalities, complexities and limitations of GRS systems
• Good understanding of applicable legislation and/or privacy regulations and guidelines
• Thorough knowledge of the area’s business, systems, and procedures. Ability to understand and align work to Customer objectives. Proven ability to quickly and easily adapt to changes to meet customer needs.
• Demonstrated strength at evaluating feasibility or practicality of ideas. Can assess risk and trade-offs. Makes informed and timely decisions.
• Good negotiating and influencing Skills
• Proven ability to quickly and easily adapt to changes within the business and organization. Can easily move from supporting one assignment to another
• Innovative thinker. Generates new and unique ideas, approaches and solutions to problems and opportunities. Openly questions traditional assumptions and procedures
• Team Player, seeks out ways to improve team dynamics
• Strong interpersonal, communication skills and presentation skills
• Strong math skills used to reconcile financial reports and work with Financial data
• Proficient understanding of excel and word based programs including PowerPoint

Nice To Haves

• IFIC, CSC or RPA Designation or working toward RPA designation is an asset
• Bilingualism, an asset

Responsibilities

• Provide high quality service for a select block of challenging cases by responding effectively to customers’ questions, issues, and problems (written and verbal responses). Customers may include internal partners, plan sponsors, and plan members.
• Accountable for initial investigation of operational errors within Plan Sponsor Services.
• Coordinate (with cross functional areas) to deliver client solutions – providing a single point of contact for service.
• Support external clients and internal clients by providing knowledge and expertise; may be called upon to attend face-to-face meetings with Plan Sponsors.
• Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base so roles are clear, workflow is smooth, and service is seamless.
• Communicate within the client environment to actively prevent errors and ensure all relevant parties are current and informed on case issues.
• Acknowledge internal and external client emails same day when received by 2pm EST and reply to voice mail same day.
• Identify trends in issues and errors, make recommendations for process changes to mitigate reoccurrence in the future (and include working with client on processes/best practices to provide quality work).
• Serve as primary intake for reconciliation requests: provides support for internal areas to understand requirements plus expected outcomes and work with client to manage expectations – advocating for successful resolution.

Benefits

• health insurance
• dental insurance
• mental health insurance
• vision insurance
• short- and long-term disability insurance
• life and AD&D insurance coverage
• adoption/surrogacy benefits
• wellness benefits
• employee/family assistance plans
• retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• paid holidays
• vacation days
• personal days
• sick days
• full range of statutory leaves of absence
• opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed