High Net Worth New Business Case Coordinator

Manulife’s Insurance business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent Financial Advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products.

Manulife’s Individual Insurance team currently has an opportunity for a High-Net-Worth Case Coordinator.

The primary responsibility is to provide pro-active support to our Corporate Account, National Account and Independent Advisor offices, as well to liaison with internal departments to ensure new life insurance applications are processed in a timely and efficient manner.

• Build one-to-one relationships with their assigned branches by being a consistent point of contact for them during the life of the policy;
• Pro-actively follow-up on all pending cases to ensure service standards are being met;
• Anticipate the needs of their customers and perform outbound calls, e-mails or any notifications to keep them informed of the details that are important to them;
• Assume ownership of the files assigned, understand any urgency and assist to solve the problems that may prevent a file from moving through the process as quickly as possible.

• Excellent communication skills, oral and written
• 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
• Must be adaptable and able to deal with ongoing change management
• Ability to influence, convince, direct and persuade others
• Ability to identify when exceptions are required and to appropriately escalada to provide superior service
• Ability to research, identify a problem and provide input to finding a solution;
• Exceptional organizational skills;
• Attention to detail.

• Knowledge of individual life insurance terminology and products is an asset.
• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

#LI-HYBRID

The role being advertised is an existing vacancy.

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En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes…