Overview

Insurance Case Coordinator Jobs in Toronto, Canada at Company 1 – The Manufacturers Life Insurance Company

The Opportunity:

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.

Position 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.

    • Qualifications:

  • 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
  • Knowledge of individual insurance, insurance terminology and products are an asset
  • University Degree, College Diploma or equivalent working experience preferred
  • 2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see.

    • The role being advertised is an existing vacancy.

    About Manulife and John Hancock

    Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

    Manulife is an Equal Opportunity Employer

    At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family…

    Title: Insurance Case Coordinator

    Company: Company 1 – The Manufacturers Life Insurance Company

    Location: Toronto, Canada

    Category:

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