Bilingual New Business Case Coordinator supporting advisors and branches. Processing life insurance applications and resolving cases for Manulife’s Canadian financial services business.
Responsibilities
Provide proactive support to Corporate Account, National Account, and Independent Advisor offices
Liaise with internal departments to ensure new life insurance applications are processed timely and efficiently
Build one-to-one relationships with assigned branches as a consistent point of contact during the New Business process
Proactively follow up on pending cases to ensure service standards are met
Make outbound calls, send emails, and issue new business notifications to keep customers informed
Take ownership of assigned files, understand urgency, and help resolve problems preventing files from progressing
Requirements
Bilingual in French and English is required
Excellent oral and written communication skills
Demonstrated customer service experience
Ability to communicate effectively and professionally across all levels of management
Proven track record as a team player with strong interpersonal skills
Adaptable and capable of managing ongoing change
Ability to influence, persuade, and guide others effectively
Skilled at identifying when exceptions are necessary and escalating appropriately
Competent in researching and identifying problems and contributing to solutions
Exceptional organizational skills with keen attention to detail
Familiarity with individual life insurance terminology and products is an asset
Benefits
Flexible work environment supporting well-being and inclusion
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid holidays, vacation, personal, and sick days
Statutory leaves of absence
Reasonable accommodation during the application process
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