Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.
Manulife Securities Insurance Inc. (MSII) currently has a position available for an Insurance Case Coordinator. While supporting Manulife and 10 other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors.
This position is the MGA “Back Office” for MSII and 3rd party Independent Advisors. It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the 11 insurance carriers supported by MSII. This position greatly impacts advisor retention as well as advisor sales. It will be a key influencer as to the level of business growth that each advisor places through the MSII.
Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes.
Ensure New Business and In-Force applications move through the various stages accurately and within service standards.
Proactively order medical evidence and review all incoming applications and attachments for correct and complete information to ensure prompt processing, reduce the risk of mismatched mail, and to ensure contracts are being issued without errors.
Promptly working with advisors or related head office departments to correct identified errors in applications or processes.
Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet pre-established service standards
Maintain up to date and comprehensive case notes summarizing actions taken and inquiries received
Promptly escalate any complex service issues or complaints for immediate attention and resolution.
Negotiation and problem-solving skills
Excellent written and verbal communication skills, using clear language and the ability to ask probing questions
Ability to obtain or give information in situations which require tact, diplomacy, or persuasion while dealing with angry, frustrated or uncooperative clients
Proven customer service experience, with the ability to communicate effectively and professionally with all levels of management
Proven ability to be a team player with strong interpersonal skills
Adaptable and able to deal with ongoing change management
Ability to identify when exceptions are required and to appropriately escalate in order to provide superior customer service
Ability to research, identify a problem and provide input to finding a solution
Exceptional organizational skills
Attention to detail
Knowledge of individual insurance, insurance terminology and products are an asset
University Degree, College Diploma or equivalent working experience
2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial
Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.
About John Hancock and Manulife
John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com .
One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance , annuities , investments , 401(k) plans , and education savings plans . Additional information about John Hancock may be found at johnhancock.com .
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 email@example.com .