Bilingual Associate, New Business - Individual

at  Manulife

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
We are looking for a dynamic individual who understands our customer-focused culture.
Initially : Data entry of individual insurance applications for all new business applications, as well as manual processing of paperwork in the office.
Progress to : Issuing and reissuing policy contracts including in good order review, creating and mailing client and doctor letters, and ordering supporting documents for Underwriting
Training: This role has a phased training approach. Candidates will be trained on each new function after they have met the necessary targets from the previously learned skills.

• Input Life and Critical Illness applications
• Issue Life and Critical Illness contracts
• Print, bind and assemble all insurance contracts
• Self-check each file for accuracy before submitting it to Quality Checker
• Review and index all documentation received from advisors and clients
• Meet the team’s benchmark accuracy and productivity standards at 98% or above
• Able to manage and use the team’s online reference tool, job aides and excel trackers
• Demonstrate teamwork, flexibility, and self-initiative in a fast-paced production environment
• Self-motivated problem solver and dedicated to supporting the business needs, i.e. overtime requirement
• Conduct research on a daily basis to identify potential gaps and issues that would affect the market position of our clients
• Manage customer’s needs and service expectations