Insurance Case Coordinator
About The Position
Manulife Wealth Insurance Services Inc (MWISI) currently has a position available for an Insurance Case Coordinator. While supporting Manulife and other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors. This position is the MGA “Back Office” for MWISI and 3rd party Independent Advisors. It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the insurance carriers supported by MWISI. This position greatly impacts advisor retention as well as advisor sales. It will be a key influencer as to the level of business growth that each advisor places through the MWISI.
Requirements
- Negotiation and problem-solving skills
- Excellent written and verbal communication skills, using clear language and the ability to ask probing questions
- Ability to obtain or give information in situations which require tact, diplomacy, or persuasion while dealing with angry, frustrated or uncooperative clients
- 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
- Adaptable and able to deal with ongoing change management
- Ability to identify when exceptions are required and to appropriately escalate in order to provide superior customer service
- Ability to research, identify a problem and provide input to finding a solution
- Exceptional organizational skills
- Attention to detail
- 2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial
Nice To Haves
- Knowledge of individual insurance, insurance terminology and products are an asset
- University Degree, College Diploma or equivalent working experience preferred
Responsibilities
- Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes.
- Ensure New Business and In-Force applications move through the various stages accurately and within service standards.
- Proactively order medical evidence and review all incoming applications and attachments for correct and complete information to ensure prompt processing, reduce the risk of mismatched mail, and to ensure contracts are being issued without errors.
- Promptly working with advisors or related head office departments to correct identified errors in applications or processes.
- Assume ownership of files assigned while effectively prioritizing the work based on urgencies.
- Influence internal clients to meet pre-established service standards
- Maintain up to date and comprehensive case notes summarizing actions taken and inquiries received.
- Promptly escalate any complex service issues or complaints for immediate attention and resolution.
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
- paid holidays
- vacation
- personal
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
