Client & Account Specialist

Job Description:

The Client and Account Specialist role offers a unique opportunity to be a key contributor to the success of John Hancock’s sales teams. By identifying and providing a wide range of cross-functional solutions for our internal and external distribution partners, you will play a crucial role in achieving our sales objectives. You will gain valuable experience, enhance your analytical and problem-solving skills, and work in a dynamic environment that values flexibility, collaboration, and professional growth.

Position Responsibilities:

• Extensive knowledge of the specific business products, services, and processes

• Completion of departmental educational courses as required

• Excellent communication (both oral and written) and presentation skills

• Excellent knowledge of workflows, procedures and the functionalities, complexities, and limitations of our systems

• Proactively anticipate and manage business issues and impacts and build rational cases to influence recommended course of action

• Key team player with ability to lead and act as a role model to team/department staff

• Demonstrated understanding of the big picture to enable sound and creative problem-solving and decision making

• Ability to communicate complex technical information clearly and at a level appropriate to the listener

Required Qualifications:

• Salesforce Background

• General understanding of Life Insurance and how it is sold

• Industry Experience

• Ability to work as a team

• Learn new traits and expand current skill set

Preferred Qualifications:

• New Business/Underwriting Background or Distribution Background

• General Distribution knowledge

• Dedication to our customers and understanding our customers’ needs

• Futuristic approach to technology and potential enhancements including AI, CHAT GPT, Power BI

• General Life Insurance Background

• Prestation skills would be a huge benefit for this role

• Public Speaking

When you join our team:

• 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.