Bilingual Associate, New Business – Individual

Manulife; Southwestern Ontario; Hybrid; CAD 39,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Dental

Mental health

Life insurance

Disability insurance

HR/employee programs

Job summary

Manulife, a leading Canada-based financial services group, seeks a Bilingual Associate, New Business - Individual, to support English and French-speaking clients across jurisdictions outside Quebec. This hybrid role involves handling insurance applications, processing contracts, and managing communications with advisors and clients from Ontario and the Waterloo region.

You will triage emails, prepare medical documentation, and ensure 98%+ accuracy using job aids and Excel tracking.

Qualifications

• Bilingual (French & English) required to support clients across jurisdictions outside of 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

• 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.

Skills

Bilingual EN/FR

MS Word

MS Excel

Typing speed

Written communication

Multitasking

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-centric 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.

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The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Referenced Salary Location

CAN, Ontario, Waterloo, 500 King Street North

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$39,225.00 CAD - $65,375.00 CAD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [e-mail] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [e-mail] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .