Support Equitable's Group team remotely from your home office, using group benefits expertise and clear communication to serve clients and advisors.
As a Client Relationship Specialist, you will manage complex client questions, onboarding updates, and advisor relationships. You will work with Underwriting, Group Benefits Administration, Claims, and other teams to resolve issues. The role also includes training users on Equitable platforms, products, processes, and systems.
Key Responsibilities:
- Resolve complex advisor issues with head office teams
- Communicate client updates throughout the onboarding process
- Coordinate plan amendments, quotations, installations, and timelines
- Conduct Plan Administrator and Plan Member training sessions
- Respond to complex administrative and escalated claim inquiries
Requirements:
- Three to five years of group benefits experience
- Knowledge of group products, risk assessment, and pricing methodologies
- Strong analytical, organizational, and decision-making skills
- Excellent verbal, written, presentation, and training skills
- Flexibility to travel with a reliable vehicle
Bring group insurance knowledge, client service judgment, and presentation skills to Equitable's Client Relationship Specialist position.
Group Benefits Client Relationship Specialist in Ottawa employer: Equitable-C
Equitable is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly impact the quality of our technology solutions. Located in a vibrant community, we offer competitive benefits, continuous learning opportunities, and a commitment to employee growth, ensuring that you thrive both personally and professionally while making a meaningful difference in the lives of our clients.
