Bilingual Insurance Case Coordinator - Montréal, Canada - Manulife

Manulife

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.

From our environmental initiatives to our community investments, we lead with values throughout our business.

To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement
Hybrid

**The opportunity
Manulife Wealth Insurance Services Inc (MWISI) currently has a position available for an
Insurance Case Coordinator (Bilingual) .

While supporting Manulife and other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors.

**Scope (Dimensions & Organizational Impact): This position is the MGA "Back Office" for MWISI and 3rd party Independent Advisors. It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the insurance carriers supported by MWISI. This position greatly impacts advisor retention as well as advisor sales. It will be a key influencer as to the level of business growth that each advisor places through the MSII.

Key Accountabilities:

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.
Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet preestablished 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.

Qualifications:

Bilingualism in French & English
Negotiation and problemsolving 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 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial

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About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.

We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.

At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.

At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion).

We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Manulife is an Equal Opportunity Employer

Salary & Benefits
The annual base salary for this role is listed below.

Primary Location
Montreal, Quebec

Salary range is expected to be between
$43,800.00 CAD - $73,000.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short