Installation Specialist, Group Benefits – Document Creation & Support

Manulife

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profile Job Location:

Quebec - Canada

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

The Installation Specialist Group Benefits Document Creation & Support is responsible for drafting maintaining and optimizing client-facing and internal documents that support Group Benefits products and operations. This role ensures accuracy compliance and consistency across plan documents contracts booklets agreements benefits at a glance and operational templates. The specialist partners with product underwriting legal/compliance operations Regional Group Offices and client service teams to deliver timely high-quality documentation aligned with brand regulatory and client requirements.

Key takeaway: This role ensures the accuracy compliance and clarity of all Group Benefits documentation enabling a seamless client and member experience while supporting operational efficiency and risk management.

Position Responsibilities:

  • Document Development: Create edit and maintain Group Benefits documents using established templates and style guides.

  • Template & Content Governance: Own and improve document templates and content libraries; manage version control; enforce naming conventions metadata and archival practices.

  • Regulatory & Compliance Alignment: Collaborate with Legal/Compliance to incorporate regulatory updates (e.g. legislative updates) and product changes; ensure disclosures and definitions are correct.

  • Cross-Functional Collaboration: Partner with Product Underwriting Group Sales Offices and Operations to gather inputs validate plan provisions and align documents to sold case requirements and operational processes.

  • Quality Assurance: Perform detailed reviews for accuracy completeness readability and brand consistency; run checklists; conduct peer reviews and redline management.

  • Workflow & Timelines: Support leader in document production schedules for new business amendments and plan changes; prioritize requests and meet service level agreements (SLAs).

  • Process Improvement: Identify opportunities to streamline document creation and approval workflows; recommend automation standardization and content re-use.

  • Stakeholder Support: Provide guidance to internal teams on document usage intent and language; train users on templates style guides and best practices.

  • Digital Enablement: Support publishing to portals and digital channels; ensure accessibility (WCAG and AODA) mobile readability and PDF standards.

  • Data Integrity: Validate benefit provisions eligibility rules and plan parameters pulled from admin systems; reconcile discrepancies with underwriting and operations.

  • Metrics & Reporting: Finding trends in errors and rework to enhance training opportunities for the team; contribute to KPIs.

Required Qualifications:

  • Bachelors degree in Communications English Technical Writing Business or related field; equivalent experience considered.

  • 35 years of document creation technical writing or contract drafting experience ideally in Group Benefits or insurance/financial services.

  • Strong understanding of Group Benefits products (e.g. Life AD&D Disability Dental Vision Health Critical Illness Supplemental/Voluntary benefits) and plan provisions.

  • Proficiency with document tools (Microsoft 365 SharePoint Adobe Acrobat PDF standards) content management systems and redlining tools.

  • Experience with workflow tools; comfort working with SLAs and deadlines.

  • Knowledge of accessibility standards (WCAG) and brand/style guidelines.

Preferred Qualifications:

  • Exceptional writing editing skills with keen attention to detail.

  • Strong collaboration stakeholder management and communication skills.

  • Ability to interpret underwriting documents plan designs and operational requirements.

  • Experience in benefits administration platforms and policy admin systems.

  • Exposure to digital content publishing or knowledge management.

  • Understanding of bilingual documentation (e.g. English/French) and localization.

  • Familiarity with automation (document assembly tools mail merge conditional logic).

  • Knowledge of HotDocs Developer; experience with CLM systems (e.g. Contract Express IBM Atlas) and legacy policy administration platforms.

  • Able to work with rules-based document automation markup to create/revise templates for contract/booklet outputs. Rule scripting via a user interface to drive the desired output text.

  • Able to translate conditions for text choice into logic rules based on the instructions in our Word models.

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.

#LI-HYBRID

This posting supports an ongoing hiring initiative for existing and/or future vacancies.

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 .

Referenced Salary Location

Montreal Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$52650.00 CAD - $87750.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. If you are applying for this role outside of the primary location please contact for the salary range for your location.

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.

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.


Required Experience:

IC

The Installation Specialist Group Benefits Document Creation & Support is responsible for drafting maintaining and optimizing client-facing and internal documents that support Group Benefits products and operations. This role ensures accuracy compliance and consistency across plan documents contrac...
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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

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