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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Group Pension products and services, managing client relationships, and leading implementation projects while ensuring compliance with legislative and privacy guidelines. Proficient in utilizing digital tools to enhance client experiences and drive adoption among plan members.
Highest-signal resume keywords
Group Pension ExpertiseProject Management ExperienceBilingualism in English and FrenchStrong Negotiation SkillsExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Group Pension Products KnowledgeProject ManagementData AnalysisImplementation SchedulingMicrosoft Office Proficiency
Soft Skills
Customer-Facing SkillsExpectation ManagementCritical ThinkingOrganization SkillsTime Management
Tools & Technologies
Digital Tools for Client Engagement
Certifications & Qualifications
PMP Certification
Industry Keywords
Client Relationship ManagementImplementation PhasesLegislative GuidelinesAction Item TrackingFinalist Presentations
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Support Distribution partners in acquiring new business, including finalist presentations and implementation meetings
- Serve as the primary client contact during new issue implementation phases
- Manage client relationships and ensure implementation needs, expectations, and timelines are met
- Coordinate and facilitate client and internal project team meetings
- Maintain action items and meeting minutes
- Delegate, negotiate, and follow up on implementation tasks across internal departments
- Track and report project status and escalate significant barriers or issues to senior management
- Support project teams and help resolve issues
- Provide expertise on Manulife’s digital experience for group pension clients across web, mobile, and voice channels
- Drive adoption of digital tools among plan members
- Support presale and finalist processes
- Obtain plan details, clarify requirements, and establish task delivery dates
- Recommend plan design, service options, technology solutions, and administration needs
- Provide direction and solutions regarding plan setup, eligibility, contractual, and administrative information
- Apply legislative and privacy guidelines to assist clients
- Create and modify implementation schedules
- Manage implementation projects, tasks, timelines, resources, and roadblocks
- Obtain approvals for increased scope and costs and communicate impacts to clients and project teams
- Track customization costs and ensure clients are billed when costs exceed approved allowances
Requirements
What you’ll need- Minimum five years of work experience in Group Pension and/or account management
- Thorough knowledge of Group Pension products and services
- Proficiency in all Microsoft Office products
- Excellent oral and written communication skills
- Strong negotiation skills preferred
- Bilingualism in English and French is an asset; if based in Québec, proficiency in both languages is required to support clients from various provinces outside Québec
- Ability to influence decision makers at all levels
- Ability to think critically, analyze quantitative and qualitative data, and make recommendations
- Strong customer-facing skills, including expectation management, communication, and information management
- Ability to drive issues through the organization
- Strong organization and time management skills
- Demonstrated presentation and negotiation experience
- Previous experience with a project management role or approach
- PMP is an asset
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Learning and career growth support
- Well-being and inclusion support
- Incentive programs and incentive compensation tied to business and individual performance