Full-Time

Insurance Case Coordinator

Manulife Wealth

Posted on 11/21/2024

Manulife

Manulife

Compensation Overview

CA$43.8k - CA$73kAnnually

+ Incentive Compensation

Mid

Montreal, QC, Canada + 3 more

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

Hybrid position.

Category
Insurance
Finance & Banking
Required Skills
Customer Service
Requirements
  • Negotiation and problem-solving skills
  • Excellent written and verbal communication skills, using clear language and the ability to ask probing questions
  • Ability to obtain or give information in situations which require tact, diplomacy, or persuasion while dealing with angry, frustrated or uncooperative clients
  • Proven customer service experience, with the ability to communicate effectively and professionally with all levels of management
  • Proven ability to be a team player with strong interpersonal skills
  • Adaptable and able to deal with ongoing change management
  • Ability to identify when exceptions are required and to appropriately escalate in order to provide superior customer service
  • Ability to research, identify a problem and provide input to finding a solution
  • Exceptional organizational skills
  • Attention to detail
  • Knowledge of individual insurance, insurance terminology and products are an asset
  • University Degree, College Diploma or equivalent working experience
  • 2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial
Responsibilities
  • Build relationships and rapport with advisors by being their advocate, anticipating their needs and being 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 to ensure contracts are being issued without errors.
  • Promptly working with advisors or related head office departments to correct identified errors in applications or processes.
  • Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet pre-established service standards
  • Maintain up to date and comprehensive case notes summarizing actions taken and inquiries received.
  • Promptly escalate any complex service issues or complaints for immediate attention and resolution.

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A