Client Relationship Specialist - Implementation

Location

Canada

Posted

13 days ago

Salary

C$55K - C$82K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Client Relationship Specialist - Implementation

Equitable

Role Description We are seeking a Client Relationship Specialist – Implementation to join our Group Benefits team. As a key member of our Head Office Group Benefits team, you will play a critical role in delivering a best-in-class onboarding experience and serving as the face of Equitable during the implementation phase. - Serve as the primary point of contact for Advisors and new clients throughout the onboarding and implementation process. - Ingest client Group Benefits requirements and translate them into Equitable’s internal systems and processes for accurate plan installation. - Guide clients through plan setup, ensuring all documentation, enrollment data, and requirements are complete, accurate, and delivered within established timelines. - Manage the end-to-end implementation lifecycle, from initial sale through to successful plan installation and transition at go-live. - Develop and manage implementation timelines, track milestones, and proactively identify and mitigate risks or delays. - Coordinate with internal teams (Underwriting, Group Benefits Administration, Claims, IT, and other operational partners) to ensure all components are aligned for successful installation. - Perform risk assessment and analysis related to plan design, setup requirements, and implementation exceptions. - Make case-specific decisions on administrative and implementation exceptions within established guidelines. - Support and manage complex or non-standard group implementations, adapting approaches to meet unique client requirements. - Deliver Plan Administrator and Plan Member training sessions, including system demonstrations, to ensure readiness for plan launch. - Collaborate with Advisors, Group Account Executives (GAEs), and internal stakeholders to resolve implementation issues and ensure a coordinated onboarding experience. - Ensure all documentation meets high standards of accuracy, completeness, and compliance to support efficient installation. - Contribute to the development, standardization, and improvement of implementation processes, documentation, and checklists. - Meet established implementation performance metrics, including turnaround times, quality standards, and reporting requirements. Qualifications - 3–5+ years of Group Benefits experience, including strong experience in implementation and onboarding. - Solid understanding of Group Benefits products, plan design, and installation processes. - Demonstrated ability to analyze complex requirements, assess risk, and make sound decisions within defined guidelines. - Strong understanding of how Underwriting, Claims, Administration, and other group functions contribute to implementation outcomes. - Excellent organizational, time management, and problem-solving skills with the ability to manage multiple implementations in a fast-paced environment. - High level of accuracy and attention to detail, particularly in documentation and data management. - Exceptional communication skills (verbal and written), with the ability to clearly guide clients and advisors through implementation processes. - Strong presentation and training skills, with the ability to deliver effective onboarding sessions. - Ability to adapt to complex or non-standard implementations and shifting priorities. - Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) and ability to quickly learn new systems. - Knowledge of provincial health plans and relevant federal/provincial legislation is an asset. - Certified Employee Benefit Specialist (CEBS/GBA) designation is an asset. - Bilingual (English/French) is an asset. Benefits - Career Growth: Regular learning sessions and development opportunities. - Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching. - Time Away: Competitive vacation plus one paid volunteer day each year. - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

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