Bilingual National Field Underwriting Consultant

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Conduct risk assessment and classification in alignment with Manulife's philosophy and standards. • Proactively and reactively support advisors and clients, particularly with large life insurance cases over $5 million. • Enhance sales through strong advisor relationships and excellence in field underwriting practices. • Prepare comprehensive cover letters and respond to preliminary opinions and inquiries promptly. • Engage directly with clients to provide curated preliminary opinions. • Collaborate with the National Field Underwriter and Head Office underwriters to ensure consistency and the highest quality decisions. • Maintain positive and effective relationships with internal and external partners, including advisors, wholesalers, and other specialists. • Stay updated with industry trends and guidelines by attending underwriting and sales team meetings. • Manage client expectations by identifying unwanted risks and suggesting alternative product solutions. • Align with consumer laws and regulations regarding risk classification, confidentiality, and disclosure. • Identify and propose solutions to enhance processes and customer experience. • Create and deliver presentations and conduct regular in-person meetings to strengthen advisor relationships. • Represent Manulife externally.

🎯 Requirements

• Minimum of 15 years of experience as an underwriter, specializing in large life insurance cases over $5 million. • Proven track record in underwriting with a sales and relationship-focused mindset. • Strong understanding of insurance products, financial and medical guidelines, and non-medical risks impacting mortality. • Experience with financial reports and training in anti-money laundering practices. • Ability to work collaboratively with advisors, wholesalers, and underwriters. • Proficiency in Microsoft Word, PowerPoint, Excel, and Teams. • Strong time management and organizational skills, with the ability to analyze complex information. • Fully bilingual (French/English).

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability • Life and AD&D insurance coverage • Adoption/surrogacy and wellness benefits • Employee/family assistance plans • Retirement savings plans (including pension and a global share ownership plan with employer matching contributions) • Financial education and counseling resources • Generous paid time off program including holidays, vacation, personal, and sick days • Full range of statutory leaves of absence