Mortgage Creditor Sales Support Manager - Ontario, Canada - Manulife

Manulife

Verified Company

Ontario, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you. _

Working Arrangement
At Home

The opportunity
- and general knowledge needed for the Broker to successfully offer our product to their borrowers:

Effectively engage Brokers to better understand and anticipate their needs to resolve their issues.
Take ownership and follow up with Broker and related business functions until situations are resolved
Escalate / facilitate inquiries that are unresolved or outside the authority of this role and team
Ensure legal Agreements between the business and Brokers [or Lenders] are signed executed authorized and filed in our relationship Management System in accordance with SLA
Ensure screening & onboarding is executed accurately and efficiently as per current processes
Complete set up of Broker / Lender records in relationship management systems accurately, efficiently following procedures & training provided

BRMS

Salesforce-SmarterU
Litmos & DocuSign
Know, understand and train/support Brokers on the relative Manulife Procedures
Be aware of and follow internal business procedures
Engage in education and sales support activities as required i.e., Make outbound calls to engage, promote & educate Brokers
Work collaboratively and effectively within the business and cross functional teams in order to ensure the needs of the client and business are met
Actively engage and participate with the Sales Support Team to provide a seamless client experience
Provide ongoing sales and administrative support to the Sales Directors / Account Managers
Identify & share best practices and productivity improvements
Adhere to the operational requirements of the enterprise
Know and adhere to privacy and security requirements pertaining to Broker/client information protection.
Demonstrate flexibility in work hours as needed to meet deadlines regional differences and/or meet changing client behaviours
Develop an awareness and basic understanding of Regulatory &/or industry changes that influence the insurance business

Have or complete Life Licensed qualifications within an agreed time frame (LLQP)

What motivates you?

You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for
Having LLQP designation is desirable-must be willing to complete this designation within 6 months

Virtual Work Environment - experience working virtually both independently and, in a team setting an asset

Demonstrated ability to follow existing procedure documents for day-to-day tasks (once trained)

_Job-related technology, equipment, language, protocols, standards etc: _

Proficiency with common programs such as Excel, Word, Power Point, Lotus Notes.
High quality / quantity experience in data entry into CRMs such as Salesforce and BRMS (Maximizer)
Knowledge of Litmos, Neovation, DocuSign is an advantage
High energy and strong customer focus
Solution oriented
Strong analytical/problem solving skills,
Highly organized with experience in prioritizing and time management
Work independently with minimum handson guidance from supervisor with regard to position scope and/or planning of work.
Is life licensed or willing to become life licensed
Ability to prioritize & manage multiple priorities & deadlines
Proficient at dataentry
Highly proficient written and verbal communication skills (EN and FR preferred)
Experience in sales is an asset

Desire to assume a field sales role is preferred.

Good team player.
Bilingual Preferred
Willingness to offer support to others as the need arises

Sales / relationship builder, Collaborative

What can we offer you?

A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong worklife balance.
Professional development and leadership opportunities.

Additional Information to Consider:

This is primarily work from home and services national accounts, therefore flexibility in hours of work is preferred the required shift will be 117 EST, Monday
Friday
This role will support the ROC market, and the preferred incumbent will be flue