Insurance Case Coordinator

Manulife

Insurance Case Coordinator supporting Manulife and securing advisor businesses through MWISI. Building strong relationships with advisors and ensuring smooth processing of applications.

Posted 6/26/2026full-timeWaterloo • 🇨🇦 CanadaJuniorMid-Level💰 CA$43,875 - CA$73,125 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

University Degree, College Diploma or equivalent working experience preferred
2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial
Negotiation and problem-solving skills
Excellent written and verbal communication skills, using clear language and the ability to ask probing questions
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
Exceptional organizational skills
Attention to detail
Knowledge of individual insurance, insurance terminology and products are an asset

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short-term disability insurance
Long-term disability insurance
Life insurance
AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension and a global share ownership plan with employer matching)
Paid time off including holidays, vacation, personal, and sick days
Full range of statutory leaves of absence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

negotiationproblem-solvingcustomer serviceattention to detailinsurance terminologyinsurance products

Soft Skills

communicationinterpersonal skillsteam playerorganizational skillsadaptability

Certifications

University DegreeCollege Diploma