The Insurance Operations & Advisor Servicing Consultant
plays a critical role within the MGA Operations team, supporting the end-to-end lifecycle of insurance business across new business processing, Inforce servicing, and advisor onboarding and contracting.
This role is responsible for optimizing workflows, delivering operational reporting and insights, and managing ad hoc inquiries and projects to enhance efficiency, accuracy, and service quality.
This person will act as a key liaison across internal teams and external partners, ensuring seamless operational execution and continuous process improvement
**Position Responsibilities:**
**Operational Support & Workflow Management:**
Oversee and monitor workflows across: New business processing
Inforce policy servicing
Advisor onboarding, transfers, and contracting
Identify bottlenecks, inefficiencies, and service gaps; recommend and implement improvements
Ensure service level agreements (SLAs) and turnaround times are met or exceeded
Support process documentation and standardization across operational functions
**Reporting & Analytics:**
Develop, maintain, and enhance operational dashboards and reports
Analyze key performance indicators (KPIs), including volumes, turnaround times, and error rates
Provide actionable insights and recommendations to leadership based on trends and data analysis
Support forecasting and capacity planning activities
**Ad Hoc Inquiries & Issue Resolution:**
Respond to complex operational inquiries from internal stakeholders, advisors, and carriers
Investigate and resolve escalated issues related to new business, policy servicing, or contracting
Ensure timely and accurate communication of resolutions and updates
**Projects & Continuous Improvement:**
Participate in and lead operational projects, including system enhancements, process redesign, and automation initiatives
Collaborate with cross-functional teams (e.g., Sales, Compliance, IT, and Carrier Relations)
Contribute to change management activities, including training and communication
**Onboarding, Transfers & Contracting Support:**
Provide oversight and support for advisor onboarding processes, including licensing, contracting, and carrier appointments
Monitor transfer activities and ensure accuracy and compliance
Identify opportunities to streamline onboarding and contracting workflows
**Required Qualifications:**
University degree in Business Administration, Finance, or a related field
3–5 years or more of experience in insurance operations, MGA environments, or financial services
Strong understanding of new business and inforce policy lifecycle as well as Advisor onboarding and contracting processes
Experience with workflow tools, CRM systems, or policy administration platforms preferred
**Preferred Qualifications:**
Analytical mindset: Strong ability to interpret data and provide meaningful insights
Process improvement: Experience identifying efficiencies and implementing improvements
Attention to detail: High degree of accuracy in a quick-paced environment
Communication: Excellent written and verbal communication skills
Problem-solving: Ability to manage complex inquiries and resolve issues effectively
Organization & time management: Ability to manage multiple priorities and deadlines
Collaboration: Strong interpersonal skills and ability to work cross-functionally
**_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.
The role being advertised is an existing vacancy.
**マニュライフとジョン・ハンコックについて**
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、
https://www.manulife.co.jp/ lをご覧ください。
**マニュライフは機会均等を是とする雇用主です**
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、
[email protected] までご連絡をお願いします。
**Referenced Salary Location**
Toronto, Ontario
**Working Arrangement**
ハイブリッド勤務
**Salary range is expected to be between**
$55,125.00 CAD - $91,875.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.
If you are applying for this role outside of the primary location, please contact
[email protected]
for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D; insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.
If you are applying for this role in the U.S., please contact
[email protected]
for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process.
For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .
📌 Senior Insurance Operations & Advisor Servicing Analyst (Toronto)
🏢 Manulife
📍 Toronto