Insurance Operations & Advisor Servicing Consultant

Manulife • Toronto, ON

5d • CA$55,125 - CA$91,875 • Hybrid

About The Position

The Insurance Operations & Advisor Servicing Consultant plays a critical role within the MGA Operations team, supporting the end-to-end lifecycle of insurance business across new business processing, inforce servicing, and advisor onboarding and contracting. This role is responsible for optimizing workflows, delivering operational reporting and insights, and managing ad hoc inquiries and projects to enhance efficiency, accuracy, and service quality. This person will act as a key liaison across internal teams and external partners, ensuring seamless operational execution and continuous process improvement.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field
• 3–5+ years of experience in insurance operations, MGA environments, or financial services
• Strong understanding of new business and inforce policy lifecycle as well as Advisor onboarding and contracting processes

Nice To Haves

• Experience with workflow tools, CRM systems, or policy administration platforms
• Analytical mindset: Strong ability to interpret data and provide meaningful insights
• Process improvement: Experience identifying efficiencies and implementing improvements
• Attention to detail: High degree of accuracy in a fast-paced environment
• Communication: Excellent written and verbal communication skills
• Problem-solving: Ability to manage complex inquiries and resolve issues effectively
• Organization & time management: Ability to manage multiple priorities and deadlines
• Collaboration: Strong interpersonal skills and ability to work cross-functionally

Responsibilities

• Oversee and monitor workflows across: New business processing, Inforce policy servicing, Advisor onboarding, transfers, and contracting
• Identify bottlenecks, inefficiencies, and service gaps; recommend and implement improvements
• Ensure service level agreements (SLAs) and turnaround times are met or exceeded
• Support process documentation and standardization across operational functions
• Develop, maintain, and enhance operational dashboards and reports
• Analyze key performance indicators (KPIs), including volumes, turnaround times, and error rates
• Provide actionable insights and recommendations to leadership based on trends and data analysis
• Support forecasting and capacity planning activities
• Respond to complex operational inquiries from internal stakeholders, advisors, and carriers
• Investigate and resolve escalated issues related to new business, policy servicing, or contracting
• Ensure timely and accurate communication of resolutions and updates
• Participate in and lead operational projects, including system enhancements, process redesign, and automation initiatives
• Collaborate with cross-functional teams (e.g., Sales, Compliance, IT, and Carrier Relations)
• Contribute to change management activities, including training and communication
• Provide oversight and support for advisor onboarding processes, including licensing, contracting, and carrier appointments
• Monitor transfer activities and ensure accuracy and compliance
• Identify opportunities to streamline onboarding and contracting workflows

Benefits

• health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• generous paid time off program in Canada includes holidays, vacation, personal, and sick days
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level