Licensed Insurance Advisor selling Manulife health, dental, travel, and life insurance. Handling inbound and outbound sales through phone, chat, and digital channels.
About the role
- Inforce Case Coordinator supporting Manulife’s Canadian insurance distributors with policy inquiries and case resolution. Coordinating internal teams to deliver efficient, relationship-focused insurance service.
Responsibilities
- Acknowledge, manage, and respond to inforce insurance inquiries across all product lines via dedicated email IDs and toll-free number
- Create outstanding service experiences by prioritizing and handling distributor inquiries
- Develop meaningful relationships with distributors and make it easier, faster, and better to do business with Manulife
- Educate and promote Manulife tools, resources, digital, and self-service opportunities
- Communicate and collaborate with internal teams to facilitate complex processes and case resolution
- Ensure timely execution of requests while keeping contacts informed
- Resolve problems and bottlenecks with full accountability from start to finish
- Maintain high performance targets with professionalism and empathy
- Support peers by sharing knowledge and balancing team volume and service levels
- Recommend changes, reduce waste, and improve the distributor experience
- Identify process enhancements and raise distributor concerns
- Assess business, compliance, and reputation risk and take appropriate action
Requirements
- Typically, post-secondary education or equivalent work experience
- Typically have 2+ years progressive customer service skills
- Sound insurance knowledge across all Insurance product lines including legacy products is an asset
- Ability to build and maintain positive and solid relationships with internal and external customers
- Ability to express ideas and share information clearly, concisely and thoroughly
- Ability to influence without formal authority and overcome objections and resistance
- Ability to collaborate effectively with diverse groups and stakeholders throughout the Canadian Insurance segment
- Working knowledge of Canadian Individual Life Insurance products and functions
- Ability to own problems through to resolution and make sound, timely decisions
- Analytical/systematic reasoning skills
- Exceptional time management and organizational skills
- Ability to manage high volumes of cases within aggressive deadlines while balancing priorities
Benefits
- Flexible work environment
- 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
- Learning and career growth support
- Diversity and inclusion support
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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