Bilingual Associate, New Business – Individual at Manulife
Waterloo, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

12 Nov, 25

Salary

0.0

Posted On

12 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

French, Microsoft Word, Communication Skills, Life Insurance, Excel, Drive, English

Industry

Financial Services

Description

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

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

PREFERRED QUALIFICATIONS:

  • 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: Enter individual insurance application data and manually process documents in the office for new business.
  • Job Progression: Input, issue and reissue insurance contracts, , including good order review of contracts.
  • 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.
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.
  • 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.
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