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Agent of Record Specialist

Job in Kelowna, BC, U1X, Canada
Listing for: Manulife Financial
Full Time position
Listed on 2026-03-12
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Bilingual
  • Business
Salary/Wage Range or Industry Benchmark: 43875 CAD Yearly CAD 43875.00 YEAR
Job Description & How to Apply Below

We are looking for a highly motivated, team-oriented individual to join our Agent of Records team as an Agent of Record Specialist on a regular, full-time basis.

Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.

Position Responsibilities
  • Advisor Management and Support
    :
    Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes.

  • Business Operations
    :
    Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on Group Links, and ensure MGA alignment and project management.

  • Technical and Access Support
    :
    Manage National Advisor Portal access registration, provide troubleshooting/technical assistance, approve Group Benefits Advisor site access, and maintain internal and external applications.

  • Process Improvement and Problem Resolution
    :
    Focus on continuous process improvement, investigate and resolve inquiries, identify issues, analyze problems, and collaborate with internal departments like Commissions, Contracting, Customer Service, and Sponsor Financial Services.

  • Data Privacy and Confidentiality
    :
    Ensure privacy and confidentiality requirements are met when sharing data externally.

Required Qualifications
  • Post-secondary education or equivalent work experience.

  • Previous administrative support and/or group benefits experience would be an asset.

  • Expert level in Microsoft Office products (Word, Excel and PowerPoint).

  • General knowledge and understanding of the Group Benefits industry in Canada.

Preferred Qualifications
  • Strong interpersonal and organizational skills.

  • Attention to detail and accuracy, including ability to document processes, to articulate query responses in a clear and concise way.

  • Ability to manage high volumes of work and conflicting priorities and decide/determine business priorities.

  • Strong oral and written communication skills.

  • Strong customer service skills including a sense of urgency, ability to display empathy and strong emotional self-control during times of stress and particularly in difficult conversations.

  • Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

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、 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、 hrまでご連絡をお願いします。

Referenced Salary Location

カナダ, オンタリオ州 -フルタイムリモート

Working Arrangement

在宅勤務

Salary range is expected to be between

$43,875.0…

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