Conversion Senior Coordinator

Posted 24 Days Ago
Be an Early Applicant
Service, MS, USA
In-Office
Senior level
Fintech • Insurance • Financial Services
The Role
Manages end-to-end onboarding and conversion of new business cases, including application processing, recordkeeping agreements, contract assignment, and client setup. Ensures accurate data capture, regulatory compliance, financial error prevention, and service-level performance. Collaborates across teams during peak periods, supports production capacity, contributes process improvements, and expands team capabilities. The role requires fixed night-shift availability and may include overtime, Saturday, and holiday on-call work.
Summary Generated by Built In

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:

  • 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.
  • Exercise good judgment in processing cases, performing thorough checks to eliminate financial errors and ensure compliance when handling highly sensitive and heavily regulated funds.
  • Consistently meet service levels, including rendering overtime during high-volume weeks and being on-call on Saturdays and holidays as needed.
  • Collaborate with colleagues and other teams by assisting with production work, managing leaves/day-offs responsibly during peak seasons, and supporting overall team capacity.
  • Identify and suggest process improvements, contribute to enhancing team metrics, and expand the range of knowledgeable functions handled by the team.

Required Qualifications:

  • Open to fresh graduates with a Bachelor’s degree
  • Candidates with experience in back-office operations or administrative roles are highly desirable. This includes familiarity with office management tasks, data entry, document handling, and providing general support to ensure efficient office operations.
  • Proficiency in Microsoft tools
  • Demonstrates effective communication skills, both verbal and written, with the ability to clearly convey information and ideas to diverse audiences.
  • Amenable for fixed night shift.

Preferred Qualifications:

  • Knowledge of Manulife and JH RPS products and processes, including a full understanding of JH RPS terminology.
  • Ability to follow and complete JH RPS processes accurately from end to end.
  • Demonstrated knowledge of Manulife insurance products, supported by passing weekly tests given by the trainer.
  • Proficient in using email for processing, coordination, and communication.
  • Strong ability to apply product and process knowledge in day-to-day work with minimal supervision.

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].

Working Arrangement

Hybrid

Skills Required

  • Bachelor's degree; fresh graduates are welcome
  • Back-office operations or administrative experience, including office management, data entry, document handling, and general office support
  • Proficiency in Microsoft tools
  • Effective verbal and written communication skills
  • Availability for a fixed night shift
  • Knowledge of Manulife and John Hancock Retirement Plan Services products, processes, and terminology
  • Ability to complete John Hancock Retirement Plan Services processes accurately end to end
  • Knowledge of Manulife insurance products and ability to pass weekly trainer assessments
  • Proficiency using email for processing, coordination, and communication
  • Ability to apply product and process knowledge with minimal supervision

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength — Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support — Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits — Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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