Description:

In this role, you will be accountable for providing support to a Document Management System.

Overall accountabilities include:
- Write and maintain standard operating procedures.
- Collect, organize, and support the transmission of documents from stakeholders into the new document system.
- Provide testing support for the system including the classification of documents by record type
- Administer a document destruction process in alignment with policies and procedures.

- Resolve escalated problems through written and verbal communications to various stakeholders
- Provide informal training support to users.

Requirements:
- Willing to work evening shifts. Evening shifts may start between 3 p.m. to 5 pm.
- Background in records management principles
- Effective analytical and problem-solving skills
- Time management skills to meet the delivery and expectations of our clients
- Strong organizational skills and attention to detail
- Demonstrates urgency with good judgment and ability to make effective decisions
- Communication skills both written and verbal
- Ability to learn and adapt to change quickly
- Strong focus on customer service, being creative and flexible in meeting customer needs
- Take accountability and ownership when completing tasks to prevent escalations
- Seeks continuous improvement in performance, skill and process development
- Responds to challenges and opportunities in a positive and productive manner

Job Description: Bilingual Group MGA Underwriter

Our Client:

Our client is a leading Canadian Life Insurance Company that operates in the Life insurance and Financial services sector. They offer a range of Insurance products including life insurance, critical illness insurance, and disability insurance.

What You Will Achieve in this Role:

• Make sure that simple and intricate quoting requests, requests for amendments, and renewals are handled with precision and within the designated timeframe to contribute to the achievement of business sales and profitability objectives.
• Lead quoting, amending, and renewal activity in the MGA space with a focus on establishing and growing long-term partnerships.
• Utilize expertise and discretion, in alignment with Underwriting guidelines, and comprehensive knowledge of products and services to identify the best solutions that address customer needs and requirements.
• Ensure the profitability of group business through the use of subsidiary applications on both new business, renewals, and amendments.
• Oversee all MGA (complex and non-complex) underwriting-related escalations internally within specified parameters, seeking guidance or escalating to the manager when necessary.
• Serve as a primary liaison with distribution partners and internal stakeholders and raise concerns to management when necessary.
• Consult with underwriters and management on risk-related escalations.
• Assist the underwriting team in evaluating both straightforward and intricate renewal cases.

What You Must Bring to this Role:

• 2+ years of work experience in the group insurance industry.
• Must be bilingual in French and English (Oral and Written).
• Demonstrated experience in a group sales and service environment.
• Proficient in Microsoft Suite and able to navigate a CRM platform.
• GBA and CEBS are assets.
• Completion of a community college diploma in a relevant field.
• Creative problem solver/ data-based root cause solution bias.
• Ability to work independently and as a team member.

Position: Bilingual Communications Officer IV

Duration: 12 Months

Location: Quebec - Full Time Remote

 Communications Partner, Advice & Growth Marketing

Job Description

You: You’re a connector, a story-stitcher. You’re great with people and even better at navigating a matrix organization. You can distill what matters to an audience, and you can engage them with captivating narratives and insights. You have a deep understanding of influencing change through communications and are driven to break down walls, align a team,  and go to market with strength and poise.

Us: We’re a big marketing organization, looking for an experienced, proactive individual to independently lead internal and external communications. Our vision is someone who can confidently work within a large team to develop leading-edge communications and change-management plans. This role is accountable for the development, positioning, timing, and delivery of strategic and day-to-day communications supporting our Operations teams. Oh, and they’ll always keep their eyes on the prize: our goal to become the #1 Insurance Provider in Canada.

Key accountabilities of the role:

1.     Consult with various teams to stay on top of projects and initiatives designed to move our organization into 1^st place within the industry.

2.     Collaborate with Manulife business partners and senior leadership in support of strategic initiatives.

3.     Develop leading-edge communications that are engaging, informative and relevant to specific audiences

4.     Act as an advocate for advisors, the leadership team, and differing audiences, continually seeking new and improved ways of communicating while building engagement and breaking through the clutter.

5.     Deal with ambiguity, change, and competing deadlines, in a fast-paced environment.

6.     Develop and maintain a network of subject matter experts from across Manulife in support of content development.

7.     Contribute to a highly effective marketing team, fostering a positive and productive work environment.

8.     Formally present and defend recommendations.

9.     Take the initiative and accountability for the quality of your work, operating with minimal supervision.

10.  Influence others through a collaborative, thoughtful and tactful communication style.

11.  Communications support for high-profile, sensitive, or key strategic-initiative-related deliverables as required.

12.  The ability to understand and communicate within our brand tone and voice.

We’re looking for someone who is:

13.  A skilled communicator with exceptional written and verbal communication skills.

14.  Able to develop, own, and advocate for high-quality communication strategies, using different mediums like communications, multi-media, presentations, and more.

15.  An effective collaborator who enjoys working and sharing with talented colleagues.

16.  A proven multi-tasker who can manage concurrent projects and conflicting priorities within tight deadlines.

17.  An enthusiastic, natural leader focused on building an advisor-centric culture.

18.  A creative thinker and problem solver.

As the Communications Partner, you have:

19.  Minimum 5 years of experience writing, developing and implementing communications for various audiences, including senior management speaking notes and presentations.

20.  A degree or diploma in journalism, communications or equivalent work experience.

21.  Experience working within insurance or financial services and/or an agile organization is ideal but not mandatory.

22.  Excellent process and change management skills.

23.  Consistent track record of on-time, on-budget delivery.

24.  Exceptional questioning and listening skills with the ability to synthesize and interpret information to develop on-message communications.

25.  Collaboration and relationship management skills; ability to work effectively with others to set goals and resolve problems.

26.  Excellent partner management skills and ability to build and maintain strong working relationships across levels and geographies and the ability to maintain professionalism; experience interacting with senior management.

27.  Strong consulting, negotiation and influencing skills.

28.  Excellent organizational and project management skills with the ability to juggle projects, prioritize and meet tight deadlines.

The Client:

The client is a leading Canadian Life Insurance Company that operates in the life insurance and financial services sector. They offer a range of insurance products, including life insurance, critical illness

insurance, and disability insurance.

What you will achieve in this role:

• Accurately evaluate risk within a specific approval limit of $2,000,000 for individual life and

$1,000,000 for critical illness policies.

• Mentor and guide junior and intermediate underwriters to ensure timely and appropriate coverage decisions and help foster effective communication within the team.
• Provide sound risk decisions and offer support to the Sales & Marketing and Retail Business line teams.
• Analyze financial and medical information to assess mortality and financial risk for individual life insurance applications.
• Support the Sales team in managing distribution relationships, ensuring effective collaboration and communication.
• Lead assigned projects and actively participate as a team member.
• Provide training to junior and intermediate underwriters helping to contribute to the development of the team.

What you must bring to this role:

• 4+ years of experience in individual underwriting.
• Must be bilingual in French and English (Oral and written).
• Experience coaching and mentoring others.
• Proficiency in word processing, spreadsheet, email, internet, and database computer software for effective utilization of technology in the underwriting process.
• Knowledge of medical and financial terminology.
• FLMI and FALU are assets.
• A university degree in life sciences, nursing, or kinesiology is an asset.
• Strong analytical and problem-resolution skills.
• Capability to work within and apply decision methodologies, ensuring adherence to the underwriting processes.
• Well-developed organizational skills to efficiently manage tasks and responsibilities.

Only those who are qualified will be contacted.

The Client:

The client is a prominent player in the insurance sector, dedicated to drawing in high-caliber insurance professionals. They provide their professionals with state-of-the-art technology, tools, and unwavering support to excel in the ever-changing insurance landscape. With a presence across the country, they have been recognized as Insurance Business Canada’s Top Brokerages for three consecutive years. They are seeking a Commercial Marketer/Underwriter to join their growing team in the GTA (Welland, Ontario). In this position, you will demonstrate strong leadership capabilities and detailed analytical and underwriting abilities.

What you will achieve in this role:

• Provide coaching, mentoring, and assistance to the Commercial Brokers in securing quotes and finalizing Commercial Business transactions, both at the head office and across branch offices.
• Evaluate internal Commercial New Business applications, offering feedback, expertise, and approval to internal brokers.
• Provide market insight to Commercial Brokers and guidance as to what Insurance Company or Non-standard markets may be the best fit for the risk being quoted.
• Examine, underwrite, and audit Commercial policies/accounts to ensure alignment with Commercial underwriting guidelines and ensure the internal files are complete.

What you must bring to this role:

• RIBO
• 3+ years of Commercial experience
• Technology-oriented
• Ambitious and self-motivated
• Thrives in a fast-paced environment

Only those who are qualified will be contacted.

The Client:

The client is a prominent player in the insurance sector, dedicated to drawing in high-caliber insurance professionals. They provide their professionals with state-of-the-art technology, tools, and unwavering support to excel in the ever-changing insurance landscape. With a presence across the country, they have been recognized as Insurance Business Canada’s Top Brokerages for three consecutive years. They are seeking a relationship-oriented Commercial Account Manager to join their growing team in the GTA (Welland, Ontario). In this position, you will ensure that clients receive exceptional support and guidance throughout their insurance journey.

What you will achieve in this role:

• Build and maintain client relationships.
• Deliver exceptional customer service by promptly addressing client inquiries and resolving concerns.
• Evaluate policies and provide recommendations tailored to individual client requirements, identifying opportunities for cross-selling/upselling.
• Adhere to underwriting criteria established by broker partners.
• Follow up and coordinate with clients to ensure the completion of necessary documents.
• Maintain updated client information using carrier portals for websites.
• Conduct billing calls as necessary.
• Assess policies and suggest coverages based on the specific needs of individual consumers.

What you must bring to this role:

• RIBO licensed.
• 3+ years of Commercial Lines Insurance.
• Powerbroker experience is an asset.
• Excellent interpersonal and communication skills.
• You embrace technology and are quick to learn new systems and portals.

Only those who are qualified will be contacted.

The Client:

The Client is an award-winning incorporated Managing General Agent (MGA) serving Canada’s specialty and niche product insurance markets, offering one of the most comprehensive product lines available. The client has been established for over 20 years and has grown to encompass a wide range of niche and specialty products including Hard-to-Place Casualty & Property, High Value Residential, Sports, Leisure & Entertainment. Throughout the client’s growth they have remained true to what has enabled their success: work culture, service to their brokers and strong relationship with their markets.

What you will achieve in this role:

• Review and apply pricing, terms, and conditions to new and renewal business.
• Maintain and grow the existing book of business.
• Establish and strengthen relationships with retail producing brokers by encouraging additional submission inflow.
• Provide high level commentary and market intelligence to the management team.
• Develop and maintain broker relationships by attending broker meetings, conventions, and functions.
• Discuss new product development opportunities.
• Act as a leader, mentoring junior colleagues of the team.

What you must bring to the table:

• Strong organization, prioritization, and time management skills to complete assignments efficiently and within structured timelines.
• An eye for detail to handle new business quotations with a high degree of accuracy.
• A positive, driven and disciplined attitude with solutions focus.
• Self-motivated to meet competitive individual and team – related targets.
• Ability to work harmoniously in a team environment and collaborate with teammates.
• Flexible and adaptable to change.
• CAIB, CIP, CRM, FCIP or working towards finalizing a designation is preferred.
• 6+ Years of Commercial Underwriting Experience.
• Prior MGA experience is preferred.

Only those who are qualified will be contacted.

The Client:

The Client is an award-winning incorporated Managing General Agent (MGA) serving Canada’s specialty and niche product insurance markets, offering one of the most comprehensive product lines available. The client has been established for over 20 years and has grown to encompass a wide range of niche and specialty products including Hard-to-Place Casualty & Property, High Value Residential, Sports, Leisure & Entertainment. Throughout the client’s growth they have remained true to what has enabled their success: work culture, service to their brokers and strong relationship with their markets.

What you will achieve in this role:

• Review and apply pricing, terms, and conditions to new and renewal business.
• Maintain and grow the existing book of business.
• Establish and strengthen relationships with retail producing brokers by encouraging additional submission inflow.
• Provide high level commentary and market intelligence to the management team.
• Develop and maintain broker relationships by attending broker meetings, conventions, and functions.
• Discuss new product development opportunities.
• Act as a leader, mentoring junior colleagues of the team.

What you must bring to the table:

• Strong organization, prioritization, and time management skills to complete assignments efficiently and within structured timelines.
• An eye for detail to handle new business quotations with a high degree of accuracy.
• A positive, driven and disciplined attitude with solutions focus.
• Self-motivated to meet competitive individual and team – related targets.
• Ability to work harmoniously in a team environment and collaborate with teammates.
• Flexible and adaptable to change.
• Level 2 – General Insurance License (or the ability to obtain within a certain time frame)
• CAIB, CIP, CRM, FCIP or working towards finalizing a designation is preferred.
• 6+ Years of Commercial Underwriting Experience.
• Prior MGA experience is preferred.

Only those who are qualified will be contacted.

The Client

Our client is a fast-growing boutique financial services firm who is seeking to add a Equipment Breakdown Underwriter to join and develop their team. 

What you will achieve in this role

• Review and assess new business and renewal submissions.
• Analyze risks and exposures to underwriter our Equipment Breakdown and Renewable Energy Property All Risks accounts. 
• Prepare and conduct presentations to a wide range of audiences, including internal and external stakeholders. 
• Build and maintain relationships with clients, brokers, and client companies. 

What you must bring to this role

• College or University degree/diploma or equivalent.
• CIP and/or CRM is an asset. 
• 3+ Years of experience in Commercial Property or Equipment Breakdown Underwriting or other appropriate technical experience. 
• Proficient in Excel and MS Office applications.
• Self - starter with the ability to manage multiple priorities. 
• Excellent communication, presentation, and negotiation skills. 
• Advanced analytical & problem - solving skills. 

Only those who are qualified will be considered