Insurance Case Coordinator

Manulife

Insurance Case Coordinator managing New Business and In-Force insurance processing for Manulife Wealth’s advisor network. Coordinating applications, underwriting, contracts, policy updates, and service-level tracking.

Posted 8/10/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$48,450 - CA$80,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail while managing multiple tasks in the financial services industry. Proficient in communication and negotiation, with a focus on customer service and problem-solving in MGA, dealer, or broker environments.

Highest-signal resume keywords

Financial Services ExperienceCustomer Service SkillsNegotiation SkillsOrganizational SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Application ProcessingPolicy UpdatesUnderwriting RequirementsWealthServ ProficiencyContract Processing

Soft Skills

Communication SkillsInterpersonal SkillsProblem-Solving SkillsTeam-Player CapabilityAdaptability

Tools & Technologies

WealthServ

Industry Keywords

Insurance TerminologyFinancial ServicesMGABrokerDealer

About the role

Key responsibilities & impact

Build relationships with advisors and act as their advocate and consistent point of contact during New Business and In-Force processes
Ensure applications move accurately through processing stages within service standards
Order medical evidence and review applications and attachments for completeness and accuracy
Work with advisors and head office departments to correct application or process errors
Own and prioritize assigned files based on urgency
Influence internal clients to meet service standards
Maintain comprehensive case notes
Escalate complex service issues and complaints
Check, prioritize, update, and close WealthServ tasks
Review and update policy information on WealthServ and carrier websites
Verify and order underwriting requirements and communicate application status
Manage shared mailboxes and coordinate carrier requests
Process incoming contracts, verify policy details, and create cover memos
Process policy updates including address, surrender, and ownership changes
Process AOR requests and verify advisor codes
Enter premium amounts and create accurate policy entries
Monitor SLAs for AORs, underwriting decisions, contracts, deliveries, and application reflections
Manage cheque processing and conversion tasks

Requirements

What you’ll need

University Degree, College Diploma or equivalent working experience preferred
2–3 years of experience in the financial services industry, preferably in MGA, dealer, or broker environments
Negotiation and problem-solving skills
Excellent written and verbal communication skills
Ability to ask probing questions and obtain or provide information with tact, diplomacy, or persuasion
Proven customer service experience and ability to communicate professionally with all management levels
Team-player capability and strong interpersonal skills
Adaptability to ongoing change management
Ability to identify exceptions and escalate appropriately
Ability to research problems and contribute to solutions
Exceptional organizational skills
Attention to detail
Knowledge of individual insurance, insurance terminology, and products is an asset

Benefits

Comp & perks

Flexible work environment
Health benefits
Dental benefits
Mental health benefits
Vision benefits
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans, including pension
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid holidays, vacation, personal, and sick days
Statutory leaves of absence
Incentive programs and incentive compensation tied to business and individual performance
Learning and career growth support
Diversity, inclusion, and reasonable accommodation support