- Input Life and Critical Illness applications
- Issue Life and Critical Illness contracts
- Print, bind and assemble all insurance contracts
- Self-check each file for accuracy before submitting to Quality Checker
- Review and index all documentation received from advisors and clients
- Meet the team's benchmark accuracy and productivity standards at 98% or above
- Able to manage and use the team's online reference tool, job aides and excel trackers
- Demonstrate teamwork, flexibility, self-initiative in a fast-paced production environment
- Self-motivated problem solver and dedicated to supporting the business needs, i.e. overtime requirement
- Conduct research on a daily basis to identify potential gaps and issues that would affect the market position of our clients
- Manage customer's needs and service expectations
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone
- 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.
- 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
- Identify and action follow-up questions to ensure all information is obtained
- Proficient in the use of Microsoft Word and Excel
- Must be a positive, team player who understands their impact on the Customer Service Experience
- Must be adaptable and able to deal with ongoing change management
- Ability to research, identify a problem, and provide input to finding a solution
- Knowledge of individual life insurance terminology and products is an asset
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Boundless opportunity: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
Bilingual Associate, New Business - Waterloo, Canada - Company 1 - The Manufacturers Life Insurance Company
Description
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 New Business Individual
We are looking for a dynamic individual who understands our customer-focused culture.
Initially : Data entry of individual insurance applications for all new business applications, as well as manual processing of paperwork in the office.
Progress to : Issuing and reissuing policy contracts including in good order review, creating and mailing client and doctor letters, and ordering supporting documents for Underwriting
Training: This role has a phased training approach. Candidates will be trained on each new function after they have met the necessary targets from the previously learned skills.
Responsibilities
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What we are looking for
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Our commitment to you