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Manulife · 16 hours ago

Senior Underwriting Consultant, High Net Worth

United States

Full-time

Remote

Senior Level

CAD$85K/yr - CAD$135K/yr

5+ years exp

Manulife is a leading international financial services provider, and they are seeking a Senior Underwriting Consultant to join their High Net Worth team. The role involves conducting risk assessments, maintaining relationships with partners, and ensuring compliance with consumer laws while delivering exceptional customer experiences.

FinanceFinancial ExchangesFinancial Services

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

Qualification

Underwriting experienceLife signing authorityHigh net worth marketMedical terminology knowledgeFinancial report experienceFALU designationFLMI designationACS designationBilingualismNegotiation skillsCommunication skills

Required

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

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

Benefits

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

Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

Generous paid time off program in Canada includes holidays, vacation, personal, and sick days

Full range of statutory leaves of absence