Insurance Support Specialist

ManulifeWaterloo, ON
CA$39,225 - CA$65,375Hybrid

About The Position

Manulife Wealth Insurance Services Inc. (MWISI) is seeking an Insurance Support Coordinator to join the Operations team. This role is crucial for the smooth and efficient execution of the team's daily processes. The Operations team serves as the MGA "Back Office" for MWISI and third-party Independent Advisors, acting as the central channel for advisors to submit their New Business and In-Force Insurance business to Manulife and 12 other insurance carriers. This position significantly impacts advisor retention, sales, and overall business growth facilitated through MWISI.

Requirements

  • 0-2 years' experience in similar role
  • Proficiency with Excel and Outlook
  • Exceptional accuracy attention to detail
  • Excellent research and problem resolution skills with the ability to multitask
  • Strong verbal and written communication skills
  • Good organization and prioritization skills to ensure deadlines are met
  • High level of customer service
  • Strong organizational, prioritization, time management, customer service, and interpersonal skills
  • Ability to meet deadlines
  • Able to be flexible in adjusting priorities

Responsibilities

  • Sort and prioritize all incoming correspondence
  • Triage all new applications received
  • Handle insurance carrier feed rejects promptly
  • Generate reports
  • Create shells in WealthServ
  • Communicate effectively to management and escalate issues where appropriate
  • Identifying gaps and risks in documentation. Where necessary, create and update documentation.
  • Providing timely and appropriate feedback to Leader
  • Other administrative duties

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
  • pension
  • global share ownership plan with employer matching contributions
  • financial education and counseling resources
  • holidays
  • vacation
  • personal
  • sick days
  • statutory leaves of absence
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