New Business Case Coordinator

Manulife is a leading provider of investment and insurance solutions, catering to the diverse financial needs of Canadian families. They are seeking a New Business Case Coordinator to provide proactive support to Corporate Account, National Account, and Independent Advisor offices, ensuring timely processing of new life insurance applications.

Responsibilities

• Build one-to-one relationships with their assigned branches by being a consistent point of contact for them during the New Business process
• Proactively follow up on all pending cases to ensure service standards are being met
• Anticipate the needs of their customers and make outbound calls, emails or new business notifications to keep them informed of the details that are important to them
• Assume ownership of the files assigned, understand any urgency and assist in solving the problems that may prevent a file from moving through the process as quickly as possible

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
• Possesses excellent oral and written communication skills
• Demonstrated customer service experience with the ability to communicate effectively and professionally across all levels of management
• Demonstrated customer service experience with the ability to communicate effectively and professionally across all levels of management
• Proven track record as a team player with strong interpersonal skills
• Must be adaptable and capable of managing ongoing change
• Ability to influence, persuade, and guide others effectively
• Skilled at identifying when exceptions are necessary and escalating appropriately to ensure superior service
• Competent in researching and identifying problems and contributing to solutions
• Exceptional organizational skills with keen attention to detail
• Familiarity with individual life insurance terminology and products is an asset

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

Company Overview