New Business Case Coordinator
| Company | Manulife Financial |
|---|---|
| Location | Montreal, QC, Canada, Toronto, ON, Canada, Kitchener, ON, Canada, Halifax Regional Municipality, NS, Canada |
| Salary | $44775 – $74625 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Possess excellent oral and written communication skills.
- Demonstrated customer service experience with the ability to communicate effectively and professionally across all levels of management.
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 perform 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.
Preferred Qualifications
- Bilingual proficiency in French and English is an asset.
- 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.