Client Relations Consultant

Official Internal Job Title :

Client Relations Consultant

Status : Regular

Regular

Job Description :

The Client Relations Advisor / Consultant will have overall accountability for the client relations of the Out of Quebec Disability Management Department and reports to the Director Disability benefits.

This role has a wide scope of responsibilities including servicing an in-force block of business, participating in the acquisition and implementation of new business, and in project related activities to support clients and department goals.

Elements of management such as delivering feedback to staff will be required. The Client Relations Advisor III represents the department with Sales, Administration, and the Actuarial teams

JOB DUTIES

• Analyze disability, life, critical illness and specialized health insurance portfolios for groups for the purpose of discussions with clients and market intermediaries.
• Participate in meetings to evaluate the financial experience with Actuarial and Sales departments for the purpose of identifying causes of any deficit and improving the results.
• Follow up on these meetings by informing the claims management team of the results and ensure additional coaching to the team, where appropriate.
• Lead monthly or quarterly meetings with clients to share the results of evaluations and present an action plan where needed.
• Identify procedural, administrative and contractual discrepancies related to case file management and submit solutions to the management team.
• Work with clients and the claims team on managing service issues, and resolve politically sensitive cases.
• Represent the department as subject matter expert with internal and external partners.
• Act as a resource and mentor for processes and best practices in case management.
• Review and respond to RFPs. Participate in finalist presentations.
• Work closely with Implementation team and new clients during the implementation process.
• Participate in special projects such as changes to computer systems, choice of tools, development of procedures, statistical reports, etc.
• Any other tasks assigned to or initiated by the employee.

REQUIREMENTS

• Bachelor's degree in business management or a related field
• Minimum 5 to 7 years of experience in the Life and Disability claims Group Insurance Industry
• Excellent command of the English language French is an asset
• Strong working knowledge of MS Excel, PowerPoint, & Word

SKILLS

• Strong written and verbal communication skills
• Self-reliant and organized
• A team player
• Strong analytical skills
• Ability to adapt to any situation
• Excellent customer service skills; ability to build strong working relationships
• First-rate presentation skills
• Strong problem solving, interpersonal, and negotiation skill.
• Ability to work under pressure and manage priorities

LI-ENG

LI-HYBRID

Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.

Purpose : True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community.

It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.

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