The Opportunity:

The 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 critical issues
• 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, finding 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

Preferred Qualifications:

• 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 advanced 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

Required Qualifications:

• Post-secondary degree preferred
• 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 year

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. 

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 https://www.manulife.com/en/about/our-story.html.

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 recruitment@manulife.com.