高级承保顾问,高净值客户
Senior Underwriting Consultant, High Net Worth
Manulife的核保团队以思想领导力和创新的复杂文件核保方式而闻名。我们正在寻找具有成长型思维和以服务为导向的资深核保顾问,加入我们的高净值客户团队!
我们提供行业领先的培训和发展机会,不仅限于传统的核保职位。作为我们卓越团队的一员,你将参与塑造保险卓越的未来。
这是一项居家办公岗位,我们接受加拿大任何省份的候选人。
岗位职责:
- 与销售团队和总部同事沟通协作,为我们的高净值客户提供最高质量且具有竞争力的决策。
- 根据Manulife的哲学和标准进行风险评估和分类。
- 与内部和外部合作伙伴保持积极有效的关系。
- 通过每一次互动创造价值,持续提供最佳客户体验。
- 遵守有关风险分类、保密和披露的消费者法律法规。
- 识别并提出与核保工作相关的问题和流程解决方案。
所需资格:
- 至少5年核保经验。
- 拥有500万美元以上的人寿保险签单权限。
- 具有高净值市场的实际经验和接触。
- 以销售和关系为导向的思维方式,具备在竞争激烈的市场中获取业务并持续获取业务的动力。
- 正在攻读或已完成FALU、FLMI和ACS认证。
- 熟悉医学术语,包括生理学、解剖学、药理学、影像学、诊断测试和治疗。
- 熟悉非医疗风险对死亡率的影响,包括危险职业、运动、业余爱好和生活方式。
- 具有财务报告经验,并接受过反洗钱实践的培训。
- 出色的口头和书面沟通能力。
优先资格:
- 双语(英语和法语)是强大优势。如果成功候选人位于魁北克省,需要具备两种语言的能力,以支持来自魁北克以外各省的客户。
- 拥有10万以上CI权限。
- 相关学科的大学或学院学位,如医学、研究或金融。
- 强大的谈判技巧。
- 对通过外部演讲、小组讨论或会议代表公司感兴趣。
查看英文原文
Manulife’s Underwriting team is renowned for thought leadership and innovative ways to underwrite complex files. We are looking for highly tenuredSenior Underwriting Consultants with a growth-minded, service-oriented mindset to join our High Net Worth team!
We offer industry-leading training and development opportunities within and beyond traditional underwriting roles. As a member of our exceptional team, you'll be part of shaping the future of insurance excellence.
This is a work from home position, and we are open to candidates in any Canadian province.
Position Responsibilities:
- Communicate and collaborate with sales and head office colleagues to provide the highest quality and competitive decisions to our high-net-worth customers.
- Conduct risk assessment and classification by Manulife's philosophy and standards.
- Maintain positive and effective relationships with internal and external partners.
- Consistently deliver the best customer experience by making every interaction significant.
- Align with consumer laws and regulations regarding risk classification, confidentiality and disclosure.
- Identify and propose solutions to problems and procedures related to the underwriter's work.
Required Qualifications:
- Minimum of 5 years of underwriting experience.
- $5,000,000+ Life signing authority.
- Experience and exposure working within the high net worth market specifically.
- Sales and relationship-focused mindset with a drive for earning business and continuing to earn business in this competitive market.
- Working towards, or completion of FALU, FLMI and ACS designations.
- Strong knowledge of medical terminology including physiology, anatomy, pharmacology, imaging, diagnostic testing and treatments.
- Strong knowledge in how non-medical risks impact mortality, including hazardous occupations, sports, avocations and lifestyle.
- Experience with financial reports and training in anti-money laundering practices.
- Excellent oral and written communication skills.
Preferred Qualifications:
- Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
- 100,000+ CI authority.
- University or college degree in a related discipline such as medical, research or financial.
- Strong negotiation skills.
- Interest in representing the company via external presentations, panels, or conferences.
- Experience in co-signing, referral reviews, mentoring, etc.
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
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 .
Manulife 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
CAN, Ontario - Full Time RemoteWorking Arrangement
RemoteSalary range is expected to be between
$85,300.00 CAD - $135,300.00 CADEmployees 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.
Originally posted on Himalayas