Lead Regional Field Underwriter - Large Life Cases

Manulife Financial; Remote; CAD 100,000 - 140,000; Full time

Job summary

A leading insurance provider is seeking a bilingual Regional Field Underwriter to join their underwriting team in Moncton, New Brunswick. This role focuses on supporting large life insurance cases, enhancing advisor relationships, and conducting risk assessments. Candidates should have a minimum of 15 years of experience and a strong understanding of insurance products. The position also emphasizes teamwork and creativity to improve client satisfaction and business growth. Flexible working arrangements are offered.

Benefits

Flexible working environment

Comprehensive health benefits

Retirement savings plans

Paid time off programs

Incentive compensation programs

Qualifications

• Minimum of 15 years of experience in underwriting large cases over $5 million.
• Proven underwriting track record with a sales-oriented mindset.
• Strong understanding of insurance products and financial guidelines.
• Ability to work collaboratively and think creatively to provide solutions.
• Fully bilingual in English and French.

Responsibilities

• Conduct risk assessments in line with Manulife's standards.
• Support advisors with large life insurance cases.
• Enhance sales through advisor relationships.
• Prepare cover letters and respond to inquiries promptly.
• Engage clients for preliminary opinions.

Skills

Bilingual communication (English/French)

Risk assessment

Relationship management

Organizational skills

Creative problem solving

Education

Underwriting experience for large life insurance cases

Financial reports training

Anti-money laundering practices

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Teams

Job description

A leading insurance provider is seeking a bilingual Regional Field Underwriter to join their underwriting team in Moncton, New Brunswick. This role focuses on supporting large life insurance cases, enhancing advisor relationships, and conducting risk assessments. Candidates should have a minimum of 15 years of experience and a strong understanding of insurance products. The position also emphasizes teamwork and creativity to improve client satisfaction and business growth. Flexible working arrangements are offered.