Description:
This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers
What you will do
- Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
- Creating and maintaining an annual business plan.
- Collaborate with sales to support persistency and execution targets.
- Effectively highlight areas of opportunity and growth and action to capture those.
- Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
- Provide direct input into communication and education strategies.
- Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
- Lead and handle project management, marketing, communication projects, changes to HRIS or other systems
- Participates in head office advisory field committees
- Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered
- Is a peer resource for other team members and is involved in their training and development.
What you will bring
- 5+ years of experience in Group Retirement services
- High level of Group Retirement technical expertise CEBS designation an asset
- Post-secondary education in a related field demonstrating knowledge and understanding of business principles
- Highly skilled in networking and building connections
- A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
- Highly adaptable, driven to be your best, and proven initiative
- Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
- Proficiency with MS Office programs (Word, Excel & PowerPoint)
- Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow though
- Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
- Strong presentation skills
- Demonstrated ability to build strong relationships with Clients and Consultants
- Ability to work closely with the sales team and the finalist sales presentations
- Comfort working independently and as part of a larger team
- Valid driver’s license and vehicle are necessary due to the travel requirements