Full-Time

Insurance Case Coordinator

Manulife Wealth

Posted on 12/19/2024

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance and investment solutions globally

Fintech
Financial Services

Compensation Overview

CA$47.3k - CA$78.8kAnnually

+ Incentive Programs + Incentive Compensation

Mid

Kitchener, ON, Canada

Hybrid working arrangement; primary location is Waterloo, Ontario.

Category
Insurance
Finance & Banking
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
  • 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 preferred
  • 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.
Desired Qualifications
  • Knowledge of individual insurance, insurance terminology and products are an asset
  • University Degree, College Diploma or equivalent working experience preferred
  • 2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial

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