Full-Time

Inforce Case Coordinator

Posted on 1/14/2025

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance and investment solutions globally

Fintech
Financial Services

Compensation Overview

CA$51.4k - CA$85.6kAnnually

+ Incentive Programs + Incentive Compensation

Junior, Mid

Montreal, QC, Canada + 2 more

More locations: Kitchener, ON, Canada | Halifax Regional Municipality, NS, Canada

This position is hybrid, requiring some in-office presence.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service

You match the following Manulife Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Typically, post-secondary education or equivalent work experience
  • Typically have 2+ years of progressive customer service skills
  • Sound insurance knowledge across all Insurance product lines including legacy products is an asset
Responsibilities
  • Acknowledge, manage and process requests related to in-force insurance contracts through dedicated channels, while meeting established service standards.
  • Create an exceptional service experience by prioritizing requests, building meaningful relationships with distributors, and promoting Manulife’s digital tools.
  • Work closely with internal teams to facilitate the implementation of complex processes, resolve cases quickly, and keep stakeholders informed.
  • Resolve request-related issues by taking full ownership of the process, sharing knowledge with peers to balance the workload, and proposing improvements for a better distributor experience.
  • Assess business and compliance risks and take appropriate action. Recommend changes to reduce waste and improve process efficiency for distributors.
Desired Qualifications
  • Excellent relationship management: Ability to build and maintain positive and solid relationships with internal and external customers.
  • Outstanding Communication: Expresses ideas and shares information clearly, concisely and thoroughly, articulates messages, modifies approach and builds connections/trust.
  • Influence and Persuasion: Moves others to take corrective actions on behalf of Manulife’s external customers; influences without formal authority; ability to handle and overcome objections and resistance.
  • Collaboration: Fosters productive working relationships across diverse groups to produce superior solutions; builds beneficial networks to achieve collective business goals; ability to work effectively with various stakeholders throughout the Canadian Insurance segment.
  • Knowing the Business: Stay current on Manulife’s customer strategies; working knowledge of Canadian Individual Life Insurance's various products and functions.
  • Solution Focused: Owns problems through to resolution; demonstrates the ability to make sound and timely decisions, applies analytic/systematic reasoning to positively impact results, organizational performance, and the customer experience.
  • Exceptional Time Management and Organizational Skills: Ability to manage high volumes of cases within aggressive deadlines by balancing new and existing cases and shifting priorities.

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. The company helps individuals, businesses, and institutions manage financial risks and grow their wealth. Its products work by collecting premiums from policyholders, charging fees for asset management, and generating investment income. Manulife stands out from competitors by utilizing advanced analytics and technology to offer personalized services tailored to clients' needs. The company's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1887

Simplify Jobs

Simplify's Take

What believers are saying

  • Manulife's partnership with Vestwell expands its retirement plan offerings.
  • The reinsurance transaction with RGA reduces risk and enhances shareholder value.
  • Appointment of Abigail Benham strengthens strategic partnerships in the retirement sector.

What critics are saying

  • Increased competition from InsurTech startups threatens traditional insurance models.
  • Regulatory scrutiny in Europe may increase compliance costs for Manulife.
  • Low-interest rates globally pressure Manulife's investment income.

What makes Manulife Financial unique

  • Manulife leverages advanced analytics for personalized financial services.
  • The company offers a diverse range of insurance and investment solutions globally.
  • Manulife's commitment to innovation enhances its competitive edge in financial services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mental Health Support

Wellness Program

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Work Hours

INACTIVE