Agent of Record Specialist

Manulife

Toronto

Remote

CAD 44,775 - 74,625

Full time

14 days+

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Benefits offered by this job

Health benefits

Retirement savings plans

Paid time off

Incentive programs

Job summary

A leading financial services provider is seeking a highly motivated Agent of Record Specialist to join their team. This full-time role requires managing advisor onboarding, technical support, and ensuring data privacy while collaborating with various departments. Ideal candidates will have strong organizational skills, experience in administrative support, and proficiency in Microsoft Office.

Qualifications

Previous administrative support and/or group benefits experience would be an asset.
Expert level in Microsoft Office products (Word, Excel and PowerPoint).
General knowledge of the Group Benefits industry in Canada.

Responsibilities

Support Advisor onboarding, contracting, and commissions changes.
Oversee transfer of business, maintain Advisor/Client information.
Provide technical and troubleshooting support for Advisor Portal.

Skills

Interpersonal skills

Organizational skills

Attention to detail

Customer service skills

Bilingualism

Education

Post-secondary education or equivalent work experience

Tools

Microsoft Office products

Job description

1 week ago Be among the first 25 applicants

We are looking for a bilingual, highly motivated, team-oriented individual to join our Agent of Records team as an Agent of Record Specialist on a regular, full-time basis.

Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.

Position Responsibilities

Advisor Management and Support: Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes.
Business Operations: Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on GroupLinks, and ensure MGA alignment and project management.
Technical and Access Support: Manage National Advisor Portal access registration, provide troubleshooting/technical assistance, approve Group Benefits Advisor site access, and maintain internal and external applications.
Process Improvement and Problem Resolution: Focus on continuous process improvement, investigate and resolve inquiries, identify issues, analyze problems, and collaborate with internal departments like Commissions, Contracting, Customer Service, and Sponsor Financial Services.
Data Privacy and Confidentiality: Ensure privacy and confidentiality requirements are met when sharing data externally.

Required Qualifications

Post-secondary education or equivalent work experience.
Previous administrative support and/or group benefits experience would be an asset
Expert level in Microsoft Office products (Word, Excel and PowerPoint)
General knowledge and understanding of the Group Benefits industry in Canada

Preferred Qualifications

Strong interpersonal and organizational skills.
Attention to detail and accuracy, including ability to document processes, to articulate query responses in a clear and concise way
Ability to manage high volumes of work and conflicting priorities and decide/determine business priorities
Strong oral and written communication skills
Strong customer service skills including a sense of urgency, ability to display empathy and strong emotional self-control during times of stress and particularly in difficult conversations
Bilingualism (English and French) is an asset.

When You Join Our Team

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.

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 https://www.manulife.com/en/about/our-story.html.

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 status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Referenced Salary Location

CAN, Ontario - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$44,775.00 CAD - $74,625.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

Seniority level