Insurance Case Coordinator

Manulife; Halifax; On-site; CAD 40,000 - 68,000; Full time

Job summary

A leading financial services provider is seeking an Insurance Case Coordinator who will play a vital role in supporting insurance advisors. This position entails managing application processes while ensuring excellent communication and problem-solving to maintain high service standards and facilitate client satisfaction.

Benefits

Competitive salary and benefits

Growth opportunities for skill development

Focus on career advancement

Flexible work policies

Professional development programs

Qualifications

• 2-3 years in Financial Services, preferably MGA or broker environments.
• Strong customer service and professional communication.
• Ability to adapt to ongoing change.

Responsibilities

• Build relationships with advisors and manage applications.
• Ensure timely processing of business requests.
• Collaborate on correcting application errors.

Skills

Negotiation

Problem-solving

Communication

Interpersonal skills

Organizational skills

Research skills

Education

University Degree or College Diploma

Job description

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.

Scope (Dimensions & Organizational Impact):

This position acts as the MGA "Back Office" for MWISI and 3rd party Independent Advisors. It serves as the central channel for advisors to submit their New Business and In-Force Insurance business across supported carriers. The role significantly influences advisor retention and sales, impacting business growth levels through MSII.

Key Accountabilities:

1. Build relationships with advisors, acting as their advocate and primary contact during the New Business and In-Force processes.
2. Ensure applications move accurately through all stages within service standards.
3. Order medical evidence proactively and review incoming applications for completeness to facilitate prompt processing and error-free contract issuance.
4. Collaborate with advisors or internal departments to correct application errors.
5. Manage assigned files effectively, prioritize work based on urgency, and influence internal clients to meet service standards.
6. Maintain detailed case notes summarizing actions and inquiries.
7. Escalate complex issues or complaints promptly for resolution.

Qualifications:

• Negotiation and problem-solving skills.
• Excellent written and verbal communication skills, with clarity and probing questions.
• Diplomacy and tact in handling sensitive situations with clients.
• Proven customer service experience and professional communication skills across management levels.
• Strong interpersonal skills and team orientation.
• Adaptability to ongoing change management.
• Ability to identify exceptions and escalate appropriately for superior service.
• Research skills and problem-solving capabilities.
• Exceptional organizational skills.
• Knowledge of individual insurance, terminology, and products is advantageous.
• University Degree, College Diploma, or equivalent experience.
• 2-3 years in Financial Services, preferably MGA, Dealer, or broker environments.

What We Offer:

• Competitive salary and benefits.
• Growth opportunities that encourage skill development and passion pursuit.
• Focus on career advancement.
• Flexible work policies and work-life balance.
• Professional development and leadership programs.

Our Commitment:

• Values-driven culture.
• Opportunities for learning and growth at every career stage.
• Encouragement of innovation to shape the future of financial services.
• Dedication to Diversity, Equity, and Inclusion, fostering an inclusive workplace.

About Manulife and John Hancock:

Manulife Financial Corporation is a global financial services provider, operating as Manulife in Asia, Canada, and Europe, and as John Hancock in the U.S. We offer insurance, financial advice, and wealth management solutions, serving over 34 million customers with assets under management exceeding $1.3 trillion as of 2022.

Equal Opportunity Employer:

We embrace diversity and are committed to fair recruitment, retention, and advancement practices, ensuring no discrimination based on protected characteristics. Reasonable accommodations are available during the application process.

Salary & Benefits:

The annual base salary ranges from 40,800.00 CAD to 68,000.00 CAD. Actual compensation varies based on location, experience, and qualifications. Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and more.