Startup Plan Implementation Analyst

Overview

We are seeking a Startup Plan Implementation Analyst to join our Ret Ops team at MBPS. In this role, you will manage the onboarding process to deliver value-added benefits and superior service to Third Party Administrators (TPAs), Financial Representatives (FRs), and Plan Sponsors. You will lead the entire implementation process, aiming to establish successful, long-term relationships with John Hancock. Strong relationship management, negotiation, and influencing skills are essential, as well as in-depth knowledge of our products, services, and workflows. Effective communication and a proactive approach are key to managing the onboarding process successfully.

Responsibilities

• Acts as the primary contact for clients during new issue implementations, ensuring client satisfaction by coordinating meetings, maintaining action items, delegating tasks, and tracking project status while addressing any significant issues promptly.
• Develops and adjusts implementation schedules, ensuring smooth project execution by meeting client expectations, managing resources, and using tools effectively to overcome any challenges.
• Collaborates with clients and teams to clarify requirements and educate on products and services, while providing solutions and suggestions to enhance plan setup and administration.
• Conducts initial plan reviews, initiates welcome calls, manages correspondence leading up to enrollment meetings, and ensures payroll updates and service features are communicated effectively.
• Holds overall responsibility for both relationship management and project execution, ensuring all client needs and expectations are met within the projected timelines.
• Facilitates effective communication by maintaining action items, following up on tasks, and ensuring all parties understand any changes in project schedules.
• Ensures accurate documentation in line with audit and compliance requirements, supporting transparency and accountability throughout the project

Required Qualifications

• Strong attention to detail and exceptional organizational skills to ensure accuracy and efficiency.
• A Bachelor's degree is highly preferred; however, candidates with a high school diploma, senior high, vocational course, or at least one year of college coursework are encouraged to apply.
• Proficiency in Microsoft Office tools.

Preferred Qualifications

• Familiarity with finance, retirement operations, or 401k plans is strongly preferred.
• Experience in client-facing roles is an advantage.
• Ability to work independently while mentoring others, demonstrating both leadership and self-motivation.
• Excellent verbal and written communication skills, ensuring clear and effective interaction with team members and clients.

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.

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

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

Working Arrangement

Hybrid

#J-18808-Ljbffr

---