Bilingual Associate, New Business – Individual

Manulife Insurance Malaysia; Montreal (administrative region); On-site; CAD 39,000 - 65,000; Full time

Job summary

Manulife’s Individual Insurance team is seeking a Bilingual Associate, New Business - Individual to support life and critical illness applications. You will input contracts, process documents, and triage inquiries from advisors and clients in both French and English.

The role requires proficiency in Word/Excel, strong typing, and precise written communication. You’ll manage high volumes, adapt quickly, and may work overtime as needed within a hybrid structure in Montreal.

Qualifications

• Bilingual (French & English) is required; able to communicate in English and French for clients outside Quebec.
• Proficient in Microsoft Word and Excel.
• Proven keyboarding skills with speed, accuracy, and attention to detail.
• Strong written communication and ability to correspond concisely with internal teams.
• Ability to multi-task and manage high volumes of work.

Responsibilities

• Input and prepare life and critical illness insurance applications and contracts, while performing self-checks to ensure accuracy prior to quality control.
• Print, bind and assemble contracts; review and index documents received from advisors and clients.
• Triage and prioritize emails in a shared inbox from advisors and various internal and external sources; ensure timely routing, follow-up and resolution.
• Prepare, package and mail medical information and letters to insurance companies and clients, ensuring confidentiality, accuracy and mailing standards.
• Maintain accuracy and productivity of 98% or better using the online reference tool, job aids, and Excel tracking reports.
• Demonstrate flexibility, initiative, self-motivation and the ability to problem-solve in a fast-paced environment, with overtime availability.
• Conduct daily research to identify gaps and potential issues, while managing client service needs and expectations.

Skills

Bilingual FR/EN

MS Word

MS Excel

Typing speed

Written communication

Multitasking

Tools

Microsoft Word

Microsoft Excel

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 Associate, New Business - Individual.

Position 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-centr ic culture, contributing positively to the customer service experience.
• 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, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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 [e-mail].

Referenced Salary Location CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest. Working Arrangement Hybrid. Salary range is expected to be between $39,225.00 CAD - $65,375.00 CAD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index. To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.