Bilingual Insurance Case Coordinator - Manulife Wealth

Manulife; Halifax; Hybrid; CAD 44,000 - 75,000; Full time

Job summary

A leading financial services provider is seeking a Bilingual Insurance Case Coordinator in Halifax. This role supports advisors by managing New Business and In-Force processes, ensuring accuracy and prompt service. The ideal candidate has strong negotiation, problem-solving, and organizational skills, along with bilingual proficiency in French and English. Competitive salary and benefits are offered in a hybrid work environment.

Benefits

Health insurance

Dental insurance

Mental health support

Retirement plans

Paid time off

Qualifications

• Bilingual (French & English) is required to support clients.
• Ability to communicate effectively with all levels of management.
• Exceptional organizational skills and attention to detail.

Responsibilities

• Build relationships with advisors and be their point of contact.
• Ensure accurate processing of New Business and In-Force applications.
• Order medical evidence and review applications for completeness.
• Maintain comprehensive case notes summarizing actions taken.

Skills

Negotiation skills

Problem-solving skills

Customer service experience

Bilingual (French & English)

Organizational skills

Attention to detail

Education

University Degree, College Diploma or equivalent

Job description

Overview

Manulife Wealth Insurance Services Inc (MWISI) currently has a position available for a Bilingual Insurance Case Coordinator. This position supports Manulife and other insurance carriers and coordinates business received from both MSII and 3rd party Independent Advisors. It is the MGA “Back Office” for MWISI and 3rd party Independent Advisors, serving as the central channel for advisors to submit New Business and In-Force Insurance business for the supported carriers. This role influences advisor retention and advisor sales and will be a key influencer in the level of business growth that each advisor places through MWISI.

Position Responsibilities

• Build relationships and rapport with advisors by being their advocate, anticipating their needs, and serving as 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 ensure contracts are issued without errors.

• Promptly work with advisors or related head office departments to correct identified errors in applications or processes.

• Own files assigned, prioritize work based on urgencies, and influence internal clients to meet pre-established service standards.

• Maintain up-to-date and comprehensive case notes summarizing actions taken and inquiries received.

• Promptly identify and address complex service issues or complaints for immediate attention and resolution.

Required Qualifications

• Negotiation and problem-solving skills.

• Ability to obtain or relay information with tact, diplomacy, or persuasion when dealing with angry, frustrated, or uncooperative clients.

• Proven customer service experience with the ability to communicate effectively with all levels of management.

• Proven ability to be a strong teammate with good interpersonal skills.

• Adaptable and able to handle ongoing change management.

• Ability to identify when exceptions are required and escalate appropriately to provide superior customer service.

• Ability to research problems, identify solutions, and contribute input.

• Exceptional organizational skills.

• Attention to detail.

• Bilingual (French & English) is required — the successful candidate will communicate in English and French to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications

• Knowledge of individual insurance, insurance terminology, and products is an asset.

• University Degree, College Diploma or equivalent working experience.

• 2–3 years in the Financial Services industry, with MGA, Dealer or broker environments being beneficial.

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.

#LI-WAM

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

Equal Opportunity Employer

Manulife/John Hancock embraces diversity and fosters an inclusive work environment. We are committed to fair recruitment, retention, advancement, and compensation 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 other grounds protected by law. A Human Resources representative will assist applicants requesting reasonable accommodation during the application process. To request accommodation, contact [e-mail].

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary

Salary range is expected to be between CAD 44,775.00 and CAD 74,625.00. If applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. Actual salary will vary based on market factors, knowledge, skills, experience, and education. Eligible employees may participate in incentive programs.

Manulife offers a wide array of benefits, including health, dental, mental health, vision, disability, life and AD&D insurance, retirement plans, and paid time off. For U.S.-specific paid time off provisions, contact [e-mail].