Remote Regional Field Underwriter - Large Case Expert

Manulife; Manitoba; Remote; CAD 110,000 - 140,000; Full time

Job summary

Manulife is seeking a highly experienced Regional Field Underwriter to operate across Canada, collaborating with advisors, clients, and wholesalers to provide expert field underwriting and case packaging for large life insurance cases.

The role emphasizes risk assessment, client engagement, and cross-functional collaboration with national underwriters to ensure high-quality decisions and client satisfaction.

Qualifications

• Minimum 15 years of underwriting experience in large life insurance cases (over $5 million).
• Proven sales and relationship-focused underwriting track record.

Responsibilities

• Conduct risk assessment and classification per company standards.
• Support advisors and clients on large cases, over $5 million.
• Enhance sales via advisor relationships and field underwriting excellence.
• Prepare cover letters and respond to opinions promptly.
• Engage with clients to provide preliminary opinions.
• Collaborate with National Field Underwriter and Head Office for consistency.
• Maintain relationships with advisors, wholesalers and specialists.
• Stay updated on industry trends via meetings and training.
• Identify risks and suggest alternative products; align with laws and confidentiality.
• Provide presentations and conduct in-person advisor meetings.
• Represent Manulife externally.

Skills

Underwriting expertise

Bilingual English/French

Advisor relationship building

Microsoft Office

Tools

Microsoft Word

PowerPoint

Excel

Teams

Job description

Manulife is seeking a highly experienced Regional Field Underwriter to operate across Canada, collaborating with advisors, clients, and wholesalers to provide expert field underwriting and case packaging for large life insurance cases.

The role emphasizes risk assessment, client engagement, and cross-functional collaboration with national underwriters to ensure high-quality decisions and client satisfaction.