Renewal and Sales Associate, Group Benefits
Manulife
full-time
Posted on:
Location Type: Remote
Location: Canada
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About the role
- Responsible for renewals of all GB Small Business Alpha cases and Signature cases up to 50 lives
- Support the Account Executives in building and maintaining successful advisor relationships
- Prepare, send, manage, and negotiate the renewals with plan advisors
- Prioritize and monitor renewal workload by assigned case(s) and by advisor
- Access various internal systems for previous renewals, claims history and other reports
- Adjust renewal rates upwards or downwards depending on case and advisor
- Apply Discretionary Spending Account (DSA)
- Suggest plan design options
- Handle renewal appeals and advisor marketing appeals working with renewal Underwriter
- Assist advisors with selling the renewal
- Handle cost negotiations with advisor on renewals
- Follow up with advisors on renewals
- Track terminations and document reasons for not being able to renew
Requirements
- Excellent knowledge of renewal process and underwriting
- Good knowledge of GB products and Services
- Good knowledge on pricing
- Good knowledge on alternate plan designs and cost control areas
- Understanding of trends in the GB industry
- Reasonable knowledge on advisor requirements
- Excellent English (and French for Quebec based employees) verbal and written communication skills
- Excellent negotiation skills and ability to influence
- Ability to translate complex information into easily understood messages in a persuasive manner
- Ability to coach/assist plan advisors over the phone or in person
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
renewal processunderwritingpricingplan designcost controlnegotiationclaims historyDiscretionary Spending Account (DSA)advisor marketing
Soft Skills
communicationnegotiation skillsinfluencecoachingpersuasive communication