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Group Savings & Retirement Implementation Manager

Req. #:  15083
Department: Client Integration
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  07
Category: Customer Service/Back Office
Description:

  • Reporting to the Senior Team Leader, Implementation, the Implementation Manager successfully manages the creation of Group Insurance plans from point of sale to post sales service. He/she also coordinates a cross-functional team that installs new clients and any post-sale changes to the client plan.  The Implementation Manager liaises with all internal and external partners and implements more complex cases.

    • This position is accountable for the following key results achieved across departmental boundaries.
    • Responsible for the successful implementation of new business cases including complex cases. This includes: confirming commitments, developing and communicating the Implementation Plan, assigning the tasks/activities within the plan, clarifying and resolving issues, ensuring commitment from the various people / business units who will be involved in the case and coordinating all aspects of the implementation with the various units.
    • Manage the timelines and deadlines to everyone's satisfaction to minimize financial risks.
    • Meet clients and intermediaries' expectations with regards to service commitments/ promises to establish a foundation for solid relationship.
    • Ensure if and when issues arise that the client is provided with solutions that meet their expectations within pricing parameters.
    • Develop and maintain a healthy relationship with all internal partners.
    • Conduct postmortem and prepare reports to support continuous improvement in client integration business processes.
    • Participate in the sale process by confirming customer services ability to support commitment for specific cases and in finalist's presentation as required.
    • Manage and meet the expectations for any post-sale changes in the client plan.
    • Provide coaching, direction and support to other team member as required.
    • Continuously seeks self-improvement - to learn new industry, company, product or technical knowledge.
    • Participate with the team in quality reviews.
    • Identify, implement and maintain controls to mitigate financial and operational risks. Ensure compliance with regulatory requirements and internal policies.

    REQUIREMENTS

    • University degree, with a minimum of five (5) years of relevant experience.

    Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know. 

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    The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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