Bilingual New Business Case Coordinator in Montréal

Manulife’s Insurance business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent Financial Advisors across the country, we offer a suite of innovative wealth and protection solutions, including segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products.

Manulife’s Individual Insurance team currently has an opportunity for a New Business Case Coordinator. The primary responsibility is to provide proactive support to our Corporate Account, National Account and Independent Advisor offices, as well as to liaise with internal departments to ensure new life insurance applications are processed in a timely and efficient manner.

Position Responsibilities:

• Build one-to-one relationships with their assigned branches by being a consistent point of contact for them during the New Business process.
• Proactively follow up on all pending cases to ensure service standards are being met.
• Anticipate the needs of their customers and make outbound calls, emails or new business notifications to keep them informed of the details that are important to them.
• Assume ownership of the files assigned, understand any urgency and assist in solving the problems that may prevent a file from moving through the process as quickly as possible.

Required Qualifications:

• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
• Possesses excellent oral and written communication skills.
• Demonstrated customer service experience with the ability to communicate effectively and professionally across all levels of management.

Preferred Qualifications:

• Proven track record as a team player with strong interpersonal skills.
• Must be adaptable and capable of managing ongoing change.
• Ability to influence, persuade, and guide others effectively.
• Skilled at identifying when exceptions are necessary and escalating appropriately to ensure superior service.
• Competent in researching and identifying problems and contributing to solutions.
• Exceptional organizational skills with keen attention to detail.
• Familiarity with individual life insurance terminology and products is an asset.

When you join our team:

We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see.

Manulife is an Equal Opportunity Employer. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.