Toronto, ON, M5R 1A6, CAN
5 days ago
Case Manager
**The Opportunity:** The Manulife Bermuda Branch was created to address the estate preservation and insurance needs of high-net-worth clients. This branch caters specifically to distribution partners in the International High Net Worth Life Insurance market. This position is based in Bermuda and works closely with Underwriting, Titles, Policy Contract Coordinators, and Distribution teams. **Responsibilities:** Act as a primary contact for the distributors, ensuring their needs are met Manage administrative aspects of new cases from submission to issue, ensuring service levels (time and quality) and customer needs are met, including: + Preparing cases for policy issue, ensuring documents are in good order and system data is accurate for reporting and audit purposes + Tracking wire transfers and initiating deposit requisitions for premium application + Initiating reinsurance review with reinsurers on facultative cases + Producing outgoing correspondence + Case pipeline management + Regularly scheduled calls with key distributors to strengthen relationships + Manage tight deadlines and address urgent cases and critical issues + Work with other team members to ensure a cohesive unit and to provide consistent, high quality “white glove” service + Actively participate in the continuous improvement of business processes, finding opportunities to streamline processes and reduce internal handoffs + Proactively work to identify and correct complex issues, resolve complaints and concerns + Ad hoc tasks and project work as required **Preferred Qualifications:** + Excellent customer service and communication skills, with a solid sense of urgency and strong follow-through + Ability to build and maintain positive & solid relationships with internal and external customers + Excellent organizational and time management skills, with high attention to detail + Ability to multitask and prioritize competing advanced inquiries under changing circumstances + Strong technical competence with systems/databases/Microsoft office + Flexible work hours, understanding in periods of high volume that additional time commitment may be required + Sensitivity and adaptability to international and cultural differences + Appreciates the confidentiality involved in a high net worth/client focused environment + Independent, with the ability to take accountability for actions + Ability to navigate and work in ‘grey’ areas with little direction **Required Qualifications:** + Post-secondary degree preferred + Proven client relationship management experience + Previous life insurance industry knowledge preferred + Life insurance exams/designations – LOMA Level One Certificate or ACS, otherwise willing to complete within 2 year **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. **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com . **Manulife es un empleador que ofrece igualdad de oportunidades** En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com . **Modalidades de Trabajo** Híbrido
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