Bilingual Regional Field Underwriting Consultant

About the role

The bilingual Regional Field Underwriter is a key member of Manulife's Underwriting team, working across Quebec, Manitoba, Saskatchewan and Atlantic Canada. The role combines field-level collaboration with underwriting practice, working closely with advisors, clients and wholesalers on medical and financial underwriting, including case packaging and cover memo preparation. It supports the Summit Experience and client satisfaction. The position is remote.

Key responsibilities

• Assess and classify risk in line with Manulife's philosophy and standards
• Support advisors and clients proactively and reactively, especially on large life insurance cases over $5 million
• Prepare cover letters and respond promptly to preliminary opinions and inquiries
• Engage directly with clients to give curated preliminary opinions
• Collaborate with the National Field Underwriter and Head Office underwriters for consistent, high-quality decisions
• Maintain relationships with advisors, wholesalers and other partners
• Stay up to date with industry trends through underwriting and sales team meetings
• Identify unwanted risks and suggest alternative product solutions
• Comply with consumer laws on risk classification, confidentiality and disclosure
• Create and deliver presentations and hold regular in-person meetings with advisors
• Represent Manulife externally

Required profile

• Minimum 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 focus
• Strong understanding of insurance products, financial and medical guidelines, and non-medical risks affecting mortality
• Experience with financial reports and training in anti-money laundering
• Ability to work with advisors, wholesalers and underwriters and solve problems creatively
• Fully bilingual (French/English)
• Preferred: working towards or completing FALU, FLMI and ACS designations

Required skills

• Microsoft Word, PowerPoint, Excel and Teams
• Time management, organization and analysis of complex information

What we offer

• Incentive programs and performance-based compensation
• Health, dental, mental health, vision, disability, life and AD&D insurance, plus adoption/surrogacy and wellness benefits
• Retirement savings plans, including a pension and a global share ownership plan with employer matching
• Paid time off and statutory leaves