Bilingual, National Field Underwriting Consultant
Bilingual, National Field Underwriting Consultant
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Job Description
The bilingual Regional Field Underwriter is a key member of Manulifes renowned Underwriting team operating at the intersection of field-level collaboration and innovative underwriting practices. This role involves working closely with advisors clients and wholesalers providing expert medical and financial field underwriting services including case packaging and cover memo preparation. The Regional Field Underwriter plays a crucial role in supporting our Summit Experience and enhancing client satisfaction and business growth through excellence in field underwriting.
Key Responsibilities:
Conduct risk assessment and classification in alignment with Manulifes philosophy and standards.
Proactively and reactively support advisors and clients particularly with large life insurance cases over $5 million.
Enhance sales through strong advisor relationships and excellence in field underwriting practices.
Prepare comprehensive cover letters and respond to preliminary opinions and inquiries promptly.
Engage directly with clients to provide curated preliminary opinions.
Collaborate with the National Field Underwriter and Head Office underwriters to ensure consistency and the highest quality decisions.
Maintain positive and effective relationships with internal and external partners including advisors wholesalers and other specialists.
Stay updated with industry trends and guidelines by attending underwriting and sales team meetings.
Manage client expectations by identifying unwanted risks and suggesting alternative product solutions.
Align with consumer laws and regulations regarding risk classification confidentiality and disclosure.
Identify and propose solutions to enhance processes and customer experience.
Create and deliver presentations and conduct regular in-person meetings to strengthen advisor relationships.
Represent Manulife externally.
Required Qualifications:
Minimum of 15 years of experience as an underwriter specializing in large life insurance cases over $5 million.
Proven track record in underwriting with a sales and relationship-focused mindset.
Strong understanding of insurance products financial and medical guidelines and non-medical risks impacting mortality.
Experience with financial reports and training in anti-money laundering practices.
Ability to work collaboratively with advisors wholesalers and underwriters and think creatively to provide solutions.
Proficiency in Microsoft Word PowerPoint Excel and Teams.
Strong time management organizational skills and ability to analyze complex information.
Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from all jurisdictions/provinces within Canada.
Preferred Qualifications:
Working towards or completion of FALU FLMI and ACS designations.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Working Arrangement
Salary & Benefits
Salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.
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 for more information about U.S.-specific paid time off provisions.
Required Experience:
Contract
Employment Type
Full-Time
