Bilingual Elite Inforce Case Coordinator

ManulifeWaterloo, ON
CA$52,650 - CA$87,750Hybrid

About The Position

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 an Elite 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.

Requirements

  • Exhibit excellent communication skills, both oral and written, and demonstrate proven customer service experience with the ability to interact effectively and professionally with all levels of management. Be a team player with strong interpersonal skills.
  • Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Nice To Haves

  • Must be adaptable and capable of handling ongoing change management.
  • Possess the ability to research, identify problems, and contribute to finding solutions, including recognizing when to escalate exceptions to provide superior service.
  • Demonstrate the ability to influence, convince, direct, and persuade others effectively.
  • Show exceptional organizational skills and attention to detail.
  • Knowledge of individual life insurance terminology and products is considered an asset.

Responsibilities

  • 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.

Benefits

  • health
  • dental
  • mental health
  • vision
  • short- and long-term disability
  • life and AD&D insurance coverage
  • adoption/surrogacy
  • 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
  • holidays
  • vacation
  • personal
  • sick days
  • full range of statutory leaves of absence
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