Relationship Specialist, Retirement (100% remote)

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

TELUS Health is a leading provider of health technology services, TELUS Health offers a comprehensive range of solutions to support mental, physical, and financial wellbeing.

The Relationship Specialist role provides administrative support to the Client Facing Team. This team specifically works on a client's book of business of several hundred Defined Benefit Pension Plans with varying service levels.

Responsibilities

• Intake client requests through a group email box
• Enter ad hoc and routine cases into our workflow system
• Manage escalation requests
• Assist with providing materials for annual pension plan audits and other miscellaneous audit research
• Submit mailings through our third-party vendor
• Run weekly, monthly, and quarterly activity reports
• Process updates to various internal reference information
• Run searches through a commercial person locator service
• Work with the Contact Center to have calls pulled and reviewed
• Receive and responds to routine plan inquiries and requests from clients
• Take direction from, and supports, senior team members
• Attend internal training sessions to build knowledge of industry topics and trends
• Assist with special projects, as required
  
  
  

Requirements

• B.A. or B.S. degree is required or equivalent work experience
• Defined Benefit (DB) experience is a plus
• Proven excellent customer service skills and progressive probing skills
• Strong written communication skills
• Strong commitment to timing and quality standards
• Knowledge and understanding of Retirement Industry
• Ability to identify and facilitate issue resolution
• Proven prioritization and organizational skills
• Ability to work on multiple tasks simultaneously
• Ability to react to change in a positive and productive manner
• Ability to handle other essential tasks as assigned
• Ability to work independently and as a team player
• Proficiency in MS Office Suite, specifically Outlook, Word, and Excel
  
  
  

A Bit About Us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status.We offer accommodation for applicants with disabilities, as required, during the recruitment process.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.