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Serve as the primary on-site liaison to dental providers to educate on benefits, onboard and recruit network providers, promote technology and electronic claims, monitor provider cost and quality, resolve escalated issues, conduct office reviews and presentations, and expand/strengthen network access within the Massachusetts market.

Provide holistic life and health financial advice by phone and digital channels, assess client needs, recommend insurance solutions, maintain licensing, collaborate with branch and support teams, use planning tools to help clients prepare for retirement, and identify improvements to enhance client experience.

Provide bilingual (English/French) phone support for investment fund advisors and clients, process telephone-initiated transactions, document actions, resolve or escalate operational issues, meet performance standards, and support department initiatives.

Lead US Events & Experience strategy, governance, and execution across multiple sites. Provide strategic oversight, people leadership, and vendor/financial stewardship to deliver consistent, scalable onsite, offsite, and hybrid workplace experiences that support culture and business outcomes. Partner with cross‑functional teams to set standards, measure impact, and evolve operating models.

Lead strategic engagement initiatives and pilot programs to grow Health & Risk Solutions, strengthen client and member relationships, and improve engagement outcomes. Translate strategies into actionable plans, coordinate cross-functional stakeholders and vendors, use data and market insights to measure performance, iterate on pilots, and scale successful approaches while managing timelines and deliverables.

Manage and adjudicate long-term disability claims independently: investigate, determine liability, calculate benefits, coordinate return-to-work and vocational rehab, mentor junior analysts, perform audits and training, maintain files and TPA licensing, and ensure compliance with contract, policy, and regulations.

Serve as primary contact for small-group employer clients and brokers, handling inbound inquiries, resolving issues via research and escalation, conducting outbound follow-up, and meeting contact-center metrics while supporting client relationships and learning group insurance fundamentals.

Serve as the primary on-site liaison for dental providers to educate on benefits, policies, onboarding, and technology; recruit and expand network participation; analyze provider cost/quality, resolve escalated claims and issues, conduct office reviews and presentations, and support electronic claims adoption and reporting. Requires travel within the market.

Design, build, and maintain a robust data ecosystem and ETL pipelines to support digital campaigns, reporting, and analytics. Optimize data assets for performance and quality, partner with stakeholders to translate requirements into solutions, act as a data steward and subject-matter expert, and deliver iterative improvements within a Kanban continuous-delivery framework.

Coordinate and support employee enrollment events by scheduling resources, training Benefit Counselors, ordering materials/technology, managing client expectations, and ensuring pre-communication and materials delivery. Serve as liaison between Enrollment Managers, Sales, and Service teams to secure appropriate resources and drive successful on-site and group enrollment activities.