Bilingual Associate, New Business – Individual

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Working Arrangement

Hybrid 

Job 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

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.

Responsibilities

• 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 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, 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

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters. 
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

• 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.
• 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
• Identify and action follow-up questions to ensure all information is obtained
• Proficient in the use of Microsoft Word and Excel
• Must be a positive, team player who understands their impact on the Customer Service Experience
• Must be adaptable and able to deal with ongoing change management
• Ability to research, identify a problem, and provide input to finding a solution
• Knowledge of individual life insurance terminology and products is an asset

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities. 

Our commitment to you

• Values-first culture: We lead with our Values every day and bring them to life together.
• Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
• Boundless opportunity: We invite you to help redefine the future of financial services.
  Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
   

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About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location
Waterloo, Ontario 

Salary range is expected to be between

$39,525.00 CAD – $65,875.00 CAD 

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.