Insurance case coordinator

4 weeks ago

Halifax Nova Scotia BB, Nova Scotia, Canada Société Financière Manuvie Full time

Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Découvrez comment vous pouvez faire progresser votre carrière, avoir une influence et susciter un réel changement avec notre équipe gagnante dès aujourd’hui.

Semaine de travail comprimée

Hybride

Description d’emploi

The opportunity

Manulife Wealth Insurance Services Inc (MWISI) currently has a position available for an Insurance Case Coordinator. 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.
  • 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 work 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.
Qualifications:
  • 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.
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 work-life balance.
  • Professional development and leadership opportunities.
Our commitment to you
  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi.

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d’aménagement raisonnable pendant le recrutement.

Salaire et avantages sociaux

Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables.

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