Manulife and John Hancock
Taft-Hartley Relationship Manager
Manulife and John Hancock, Boston, MA, United States
John Hancock Retirement offers award-winning retirement programs for individuals, unions and companies of every size throughout the United States and North America. We're part of Manulife Investments LLC, which, with its affiliates, manages assets for a wide range of individual, corporate, public, and union clients. For plan sponsors and plan participants alike, we offer exceptional investment capability, superior service, and unrivaled retirement plan expertise.
We currently have an opening for a Relationship Manager, Taft-Hartley Defined Contribution Business:
Responsible for managing a case of multiemployer Taft-Hartley clients. The Taft-Hartley relationship manager is responsible for ensuring top of the line client service for all their assigned plans. It is the expectation that the Taft-Hartley relationship manager job functions would include the following each executed upon request in a timely, accurate, and professional manner.
Specific Duties and Responsibilities:
Management
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Working Arrangement
Remote
Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
We currently have an opening for a Relationship Manager, Taft-Hartley Defined Contribution Business:
Responsible for managing a case of multiemployer Taft-Hartley clients. The Taft-Hartley relationship manager is responsible for ensuring top of the line client service for all their assigned plans. It is the expectation that the Taft-Hartley relationship manager job functions would include the following each executed upon request in a timely, accurate, and professional manner.
Specific Duties and Responsibilities:
Management
- Engage with Fund Administrators, Trustees, Auditors, Attorneys and TPA's
- Monitor adherence to performance standards for board of trustees
- Manage projects and assignments as needed
- Monitor workflow within group with respect to daily processing and assigned projects
- Promote teamwork and service excellence
- Effectively anticipates and / or creatively resolves problems
- Attend client conference calls and client trustee meetings
- Monitor adherence to quality control standards
- Monitor adherence to service standards
- Overall responsibility for timely and accurate delivery of all client work
- Identify opportunities and implement procedures for improving and streamlining areas' operations with assistance from the Divisional Vice President and fellow Relationship Managers
- Assist Client Account Managers with planning and implementation of operational changes leading to increased efficiencies for their assigned cases / reengineering cases
- Monitor client satisfaction levels and make recommendations to Boards of Trustees, TPA's, Fund Administrators and other Plan Specialists for improvement
- Maintain appropriate client retention levels
- Attend client meetings and final sales meetings as a resource when applicable
- Expected travel 4 times per month
- Facilitate communication between recordkeeping group and other departments
- Provide teams with information on department and corporate goals and objectives, and performance of the team versus agreed upon standards for profitability and quality control
- Act as an alternate representative of the relationship manager department in operations and development meetings to set company policies, standards, procedures and help establish and develop products and services
- Present oral and written information in a clear, concise, and organized manner
- Work with Regional Vice Presidents and Divisional Vice President in assigning new business
- Attend conversion debriefing meetings when appropriate
- Obtain feedback from clients at year end and as needed
- Identify overall training needs; update training material as needed
- Provide training to team members, using both internal and external resources, as required
- Experience in working with Taft-Hartley plans
- Understanding the nuances of the Taft-Hartley market
- 10 plus years of recordkeeping experience
- 10 plus years recordkeeping management experience
- Posses strong written, communication, and presentation skills
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Working Arrangement
Remote
Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)