New Business Case Coordinator

Benefits

Additional Information

Position Responsibilities: Case management: Track and manage pending business; ensure requirements are ordered/received/matched/processed promptly. Decisioning: Comfort approving and implementing accepted offers that do not require further underwriting within authority limits. Prioritization: Manage multiple cases, triage issues, and meet turnaround times and service level targets. Continuous improvement: Identify bottlenecks, propose process updates, and contribute to standard operating procedures. Client service: Proactive updates, expectation-setting, and ownership of complex inquiries through to resolution. Required Qualifications: Education: Diploma or degree preferred (business, finance, insurance, or health sciences). Equivalent experience accepted. Experience: 3+ years in insurance new business/underwriting operations, brokerage/advisor support, or group/affinity benefits administration. Industry Knowledge: Familiarity with life and health underwriting basics, medical requirements (APS, paramedical, labs, EKG), and the Affinity/Group benefits sales cycle. Affinity/Group experience: Prior experience with Affinity Markets products or group/association programs. Regulatory/Compliance: Understanding of privacy rules (e.g., PHI handling, consent), MIB usage standards, and record retention. Preferred Qualifications Skills Systems proficiency: Experience with new business/underwriting workbenches, CRM, document management, and case management queues. MIB: Ability to assign/update MIB reporting codes and run manual MIB reports accurately. Data accuracy: High attention to detail in reviewing medical requirements, summarizing results, and reconciling pending items. Vendor management: Ordering, tracking, and escalating medical vendor requirements; managing SLAs. Relationship building: Proven ability to build and maintain relationships with brokers, advisors, plan administrators, and direct clients. 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. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html . 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. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com . Working Arrangement Hybrid