New Business Case Coordinator (Bilingual with Mandarin)

Manulife Financial; Montreal; Hybrid; CAD 44,000 - 75,000; Full time

Job summary

A leading financial services provider is seeking a New Business Case Coordinator to support insurance applications. The role requires building relationships with clients and ensuring efficient processing of new business cases. Ideal candidates are bilingual and possess strong communication skills, with a focus on customer service. The position offers opportunities for growth in a hybrid work environment.

Benefits

Opportunities for learning and career growth

Flexible, inclusive environment

Global team support

Health insurance

Dental insurance

Mental health support

Vision insurance

Disability insurance

Life insurance

Retirement plans

Qualifications

• Bilingual (Mandarin & English) required.
• Excellent oral and written communication skills.
• Customer service experience with effective communication.

Responsibilities

• Build relationships with assigned branches during the New Business process.
• Follow up on pending cases to meet service standards.
• Perform outbound communication to keep clients informed.

Skills

Bilingual

Communication

Customer Service

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 a comprehensive living benefit portfolio including 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 liaise with internal departments to ensure new life insurance applications are processed efficiently and in a timely manner.

Position Responsibilities:

1. Build one-to-one relationships with assigned branches, serving as a consistent point of contact during the New Business process.
2. Proactively follow up on all pending cases to ensure service standards are met.
3. Perform outbound calls, emails, or send new business notifications to keep clients informed of important details.
4. Assume ownership of assigned files, understand urgency, and assist in resolving issues that may delay processing.

Required Qualifications:

1. Bilingual (Mandarin & English) is required to support clients from various jurisdictions.
2. Excellent oral and written communication skills.
3. Customer service experience with the ability to communicate effectively across all management levels.

Preferred Qualifications:

1. Additional customer service experience and strong interpersonal skills.
2. Ability to adapt to ongoing change and influence others effectively.
3. Research and problem-solving skills with attention to detail.
4. Familiarity with life insurance terminology and products is an asset.

What We Offer:

• Opportunities for learning and career growth.
• A flexible, inclusive environment supporting well-being.
• Global team support to shape your future.

#LI-HYBRID

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider. To learn more, visit https://www.manulife.com/en/about/our-story.html.

Equal Opportunity Employer

We embrace diversity and strive for an inclusive work environment. We are committed to fair recruitment, retention, and advancement practices without discrimination. For accommodations during the application process, contact [e-mail].

Additional Information:

Location: Montreal, Quebec

Working Arrangement: Hybrid

Salary Range: $44,775.00 CAD - $74,625.00 CAD

For roles outside primary location, contact [e-mail] for salary details applicable to your area. Compensation varies based on market, geography, and experience.

Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and more. For U.S. applicants, contact [e-mail] for specific paid time off details.