Bilingual New Business Case Coordinator

Manulife; Halifax; Hybrid; CAD 46,000 - 77,000; Full time

Job summary

Manulife’s Insurance business unit seeks a New Business Case Coordinator to provide proactive support to Corporate Account, National Account and Independent Advisor offices, coordinating with internal teams to process new life insurance applications efficiently.

The role emphasizes building branches relationships, timely follow-ups, proactive communication, and owning end-to-end case progress to resolve blockers and expedite approvals.

Qualifications

• Bilingual in English and French to support clients from various jurisdictions outside Quebec.
• Excellent oral and written communication skills.
• Demonstrated customer service experience with the ability to communicate effectively across management levels.

Responsibilities

• Build one-to-one relationships with assigned branches as the main New Business contact.
• Proactively follow up on pending cases to ensure service standards are met.
• Initiate outbound calls/emails/new business notifications to keep clients informed of important details.
• Take ownership of assigned files, identify urgency, and help move processes forward.

Skills

Bilingual (French & French)

Excellent oral and written comms

Customer service experience

Job description

Manulife’s Insurance business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent Financial Advisors across the country, we offer a suite of innovative wealth and protection solutions, including segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products.

Manulife’s Individual Insurance team currently has an opportunity for a New Business Case Coordinator.

The primary responsibility is to provide proactive support to our Corporate Account, National Account and Independent Advisor offices, as well as to liaise with internal departments to ensure new life insurance applications are processed in a timely and efficient manner.

Position 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.

Required Qualifications:

• Bilingual (French & French) is required - The successful candidate will be required to communicate in English and French 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.

Preferred Qualifications:

• 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.

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.

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The role being advertised is an existing vacancy.

Giới thiệu về Manulife và John Hancock

Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ .

Manulife là Nhà sử dụng lao động không phân biệt đối xử

Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.

Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với [e-mail] .

Referenced Salary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

Working Arrangement

Kết hợp

Salary range is expected to be between

$45,900.00 CAD - $76,500.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .