We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working ArrangementHybridJob DescriptionThe OpportunityThe Manulife Bermuda Branch was created to address the estate preservation and insurance needs of high-net-worth clients. This branch caters specifically to distribution partners in the International High Net Worth Life Insurance market. This position is based in Bermuda and works closely with Underwriting, Titles, Policy Contract Coordinators, and Distribution teams.Responsibilities
Act as a primary contact for the distributors, ensuring their needs are met
Manage administrative aspects of new cases from submission to issue, ensuring service levels (time and quality) and customer needs are met, including:
Preparing cases for policy issue, ensuring documents are in good order and system data is accurate for reporting and audit purposes
Tracking wire transfers and initiating deposit requisitions for premium application
Initiating reinsurance review with reinsurers on facultative cases
Producing outgoing correspondence
Case pipeline management
Regularly scheduled calls with key distributors to strengthen relationships
Manage tight deadlines and address urgent cases and escalations
Work with other team members to ensure a cohesive unit and to provide consistent, high quality “white glove” service
Actively participate in the continuous improvement of business processes, identifying opportunities to streamline processes and reduce internal handoffs
Proactively work to identify and correct complex issues, resolve complaints and concerns
Ad hoc tasks and project work as required
Qualifications/Skills :
Excellent customer service and communication skills, with a solid sense of urgency and strong follow-through
Ability to build and maintain positive & solid relationships with internal and external customers
Excellent organizational and time management skills, with high attention to detail
Ability to multitask and prioritize competing escalated inquiries under changing circumstances
Strong technical competence with systems/databases/Microsoft office
Flexible work hours, understanding in periods of high volume that additional time commitment may be required
Sensitivity and adaptability to international and cultural differences
Appreciates the confidentiality involved in a high net worth/client focused environment
Independent, with the ability to take accountability for actions
Ability to navigate and work in ‘grey’ areas with little direction
Experience/Education:
Post-secondary degree
Proven client relationship management experience
Previous life insurance industry knowledge preferred
Life insurance exams/designations – LOMA Level One Certificate or ACS, otherwise willing to complete within 2 years.
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 can we offer you?
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.
Our commitment to you
Values-first cultureWe lead with our Values every day and bring them to life together.
Boundless opportunityWe create opportunities to learn and grow at every stage of your career.
Continuous innovationWe invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.
Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt 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 .
