Bilingual Associate, New Business - Individual

Bilingual Associate, New Business - Individual

Location : Montreal, Quebec; Kitchener, Ontario; Waterloo, Ontario

Time Type : Full time

Posted On : Posted 4 Days Ago

Job Requisition ID : JR24081127

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.

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 :

• 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 it 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, and self-initiative in a fast-paced production environment
• Self-motivated problem solver and dedicated to supporting the business needs
• 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

What motivates you?

• 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.

What we are looking for :

• Bilingual (French & English) is required.
• 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.

What can we offer you?

• A competitive salary and benefits package.
• A growth trajectory that extends upward and outward.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you :

• Values-first culture : We lead with our Values every day.
• Boundless opportunity : We create opportunities to learn and grow at every stage of your career.
• 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.

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About Manulife and John Hancock :

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

Manulife is an Equal Opportunity Employer. We embrace our diversity and strive to attract, develop, and retain a workforce that is as diverse as the customers we serve.

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