Case Manager is responsible to provide professional case management support to ensure new application case can be completed effectively and efficiently

Position Responsibilities:

• Liaise with business partners, internal operations and HNW underwriters to facilitate the end to end process of new business from applications to issue of policy
• Collect sufficient information and documentation from clients and ensure policy application case submissions are complete and accurate
• Provide administration support related to case management and e.g. update sales progress report, follow up closely for APS report from clinic
• Facilitate the case issuance with New Business team and cashier
• Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
• Share best practice from time to time, support training and briefing to business partners to share the Case Management and New Business tips etc.
• Assist in ad hoc projects

Required Qualifications:

• Post‐secondary degree
• Minimum 3 years previous life insurance industry knowledge with knowledge of New Business policies and procedures, or previous experience working in Distribution/Sales
• Life insurance exams/designations an asset ‐ LOMA 1 & 2, ACS. Otherwise willing to complete within 2 years.
• Good command of both spoken and written English and Chinese
• Excellent customer service and communication skills, with a solid understanding of urgency and strong follow‐through
• Ability to build and maintain positive & solid relationships with internal and external customers
• Positive attitude, high level of engagement, strong collaborative skills required
• Excellent organizational and time management skills, with high attention to detail
• Ability to multi‐task and juggle competing escalated inquiries, prioritizing workload based on urgency, ensuring all items handled in a timely manner, sometimes under stressful and changing circumstances

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 [email protected].

Hybrid