Client Relationship Specialist - West

Title: Client Relationship Specialist – West
Reports To: Manager, Client Experience
Department: Group
Term: Permanent Full-Time
Location: West  

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.  
 

The Opportunity: Equitable is looking to hire a Client Relationship Specialist to support the Western region!

This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team. In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators. 

What you will be doing:

• Manage installation of new business by working with policyholders, advisors and head office staff
• Provide support to our Group Account Executives
• Process complex amendments and specialized employee notices
• Co-ordinate and maintain high levels of policyholder service which includes:
• Developing and maintaining relationships with group plan administrators
• Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
• Delivering employee benefit presentations
• Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
• Able to work under tight deadlines
• Participate in finalist presentations

What you will bring:

• 3+ years of prior experience with group, life and health products is preferred
• Valid driver’s license required
• Ability to travel occasionally
• Group Product knowledge is essential
• Knowledge of government plans as they integrate with group plans
• Post-secondary education and training in a related field
• Excellent organizational and time management skills
• Excellent communication skills both verbal and written
• Sound knowledge of Windows, Word, Excel and PowerPoint
• Ability to work in a team environment
• Bilingual skills (French/English) are ran asset

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite, full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)