Conversion Senior Coordinator

The Conversion Senior Coordinator plays a crucial role in managing the end-to-end process for new business cases at John Hancock. This includes overseeing the processing of applications and recordkeeping agreements through to the assignment of contract numbers. The position also involves setting up all aspects of client information, investments, service features, and other onboarding requirements to ensure a seamless transition for new clients.

Position Responsibilities

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Process and index cases of varying complexity, capturing information accurately in the system according to established methods and procedures while maintaining high quality and productivity standards.

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Exercise good judgment in processing cases, performing thorough checks to eliminate financial errors and ensure compliance when handling highly sensitive and heavily regulated funds.

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Consistently meet service levels, including rendering overtime during high-volume weeks and being on-call on Saturdays and holidays as needed.

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Collaborate with colleagues and other teams by assisting with production work, managing leaves/day-offs responsibly during peak seasons, and supporting overall team capacity.

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Identify and suggest process improvements, contribute to enhancing team metrics, and expand the range of knowledgeable functions handled by the team.

Required Qualifications

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Technical Skills - Proficient in the use of Microsoft Applications

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Soft Skills - Strong written communication abilities, such as composing clear and accurate paragraphs; proactively handle situations, including escalations or urgent requests, by conducting timely investigations, asking follow-up questions, and influencing others to prioritize clients' best interests; Ability to multitask effectively.

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Product Specific Knowledge - Ability to understand simple insurance process or principles; Additional information regarding life insurance is an advantage

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Process Specific Knowledge - Knowledge and expertise Group Benefit Products and Contracts; Able to follow product and process protocol

Preferred Qualifications

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Knowledge of Manulife and JH RPS products and processes, including a full understanding of JH RPS terminology.

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Ability to follow and complete JH RPS processes accurately from end to end.

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Demonstrated knowledge of Manulife insurance products, supported by passing weekly tests given by the trainer.

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Proficient in using email for processing, coordination, and communication.

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Strong ability to apply product and process knowledge in day-to-day work with minimal supervision.

When you join our team

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We’ll empower you to learn and grow the career you want.

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We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

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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