Bilingual Associate, New Business – Individual

Location: Waterloo

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 solutions for our customers’ significant financial decisions. Our network offers financial protection and wealth management products and services to millions of clients.
Position  Bilingual New Business Individual
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

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:
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:
Start with one of 2 options  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.
About Manulife and John Hancock  Manulife Financial Corporation is a leading international financial services provider. To learn more, visit our story page.
Equal Opportunity  Manulife is an Equal Opportunity Employer. We embrace diversity and strive to foster an inclusive work environment. We administer all practices 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,…