Bilingual Case Coordinator, New Business

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About the role

  • New Business Coordinator at Manulife providing proactive support to corporate account offices and clients in the insurance application process. Building relationships and ensuring efficient processing of applications.

Responsibilities

  • Provide proactive support to corporate account offices, national accounts, independent advisors, and clients
  • Build strong, personalized relationships and provide exceptional support as the main point of contact throughout the new business process
  • Proactively follow up on all pending cases to meet service standards
  • Anticipate client needs and make outbound calls, send emails, or issue new business notifications
  • Take full ownership of assigned cases, understand their urgency level, and help resolve obstacles that may delay processing

Requirements

  • Bilingual (French & English) is required
  • Outstanding written and verbal communication skills
  • Demonstrated customer service experience
  • Ability to adapt to different learning styles
  • Proficiency with Microsoft tools (including AI tools)
  • Strong team spirit and excellent interpersonal skills
  • High adaptability and comfort in a constantly evolving environment
  • Ability to influence, persuade, and guide others effectively
  • Strong research abilities, problem identification skills, and contribution to solutions
  • Excellent organizational skills and attention to detail
  • Knowledge of individual life insurance terminology and products (an asset)

Benefits

  • health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
  • adoption/surrogacy and wellness benefits
  • employee/family assistance plans
  • retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
  • financial education and counseling resources
  • generous paid time off program including holidays, vacation, personal, and sick days
  • full range of statutory leaves of absence

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$45,900 - CA$76,500 per year

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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