Bilingual Associate, New Business - Individual

Requirements

• Customer Focus and Drive: The ideal candidate is dynamic and well-aligned with our customer-centric culture, contributing positively to the customer service experience.
• Initial Responsibilities: Start with one of 2 options Option 1: Enter individual insurance application data and manually process documents in the office for New Business
• Option 2: Triage and prioritize emails received in a shared inbox from advisors and various internal and external sources, ensuring accurate routing, timely follow-up and resolution.
• Job Progression: Option 1: Input, issue and reissue insurance contracts, including good order review of contracts.
• Option 2: Prepare, package and mail medical information and letters to insurance companies and clients, ensuring confidentiality, accuracy and compliance with mailing standards.
• Progressive Training: Follow a progressive training method, where each new function is learned after the objectives of the previous competencies have been achieved.
• Flexibility and Problem Solving: Demonstrate flexibility to manage continuous change, identify and resolve problems, with knowledge of individual life insurance as an asset.
• 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.
• #LI-HYBRID
• The role being advertised is an existing vacancy.
• 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
• It is our priority to

Benefits

Additional Information

Manulife is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. We operate as John Hancock in the U.S. and as Manulife in other parts of the world. We provide strong, reliable, trustworthy, and forward-thinking solutions for our customers' significant financial decisions. Our international network of employees, agents, and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Manulife's Individual Insurance team currently has an opportunity for a Bilingual New Business Individual Position Responsibilities: Insurance Contract Management: Input and prepare life and critical illness insurance applications and contracts, while performing self-checks to ensure accuracy prior to quality control. Document Processing: Print, bind and assemble contracts, review and index all documents received from advisors and clients. Shared Inbox Management: Triage and prioritize emails received in a shared inbox from advisors and various internal and external sources, ensuring timely routing, follow-up and resolution. Correspondence and Medical Mailing: Prepare, package and mail medical information and letters to insurance companies and clients, ensuring confidentiality, accuracy and compliance with mailing standards. Standards Compliance: Maintain accuracy and productivity of 98% or better, using the online reference tool, job aids, and Excel tracking reports. Teamwork and Adaptability: Demonstrate flexibility, initiative, self-motivation and the ability to problem-solve in a fast-paced environment, with availability for overtime. Research and Client Management: Conduct daily research to identify gaps and potential issues, while managing client service needs and expectations. Required Qualifications: Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec. Proficient in the use of Microsoft Word and Excel Proven keyboarding skills with speed, accuracy, and attention to detail Strong written communication skills and ability to correspond concisely with internal teams Ability to multi-task and manage high volumes of work

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at manulife? Share your experience