Client Relationship Specialist - East

at  Equitable CA

At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.
Title: Client Relationship Specialist – East
Reports To: Manager, Client Experience
Department: Group
Term: Permanent Full-Time
Location: Greater Toronto Area (GTA)
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 GTA 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.

• 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