Opportunity Description
The bilingual Regional Field Underwriter is a key member of Manulife’s renowned Underwriting team, operating at the intersection of field-level collaboration and innovative underwriting practices. This role involves working closely with advisors, clients, and wholesalers, providing expert medical and financial field underwriting services, including case packaging and cover memo preparation. The Regional Field Underwriter plays a crucial role in supporting our Summit Experience and enhancing client satisfaction and business growth through excellence in field underwriting.
Key Responsibilities:
Conduct risk assessment and classification in alignment with Manulife's philosophy and standards.
Proactively and reactively support advisors and clients, particularly with large life insurance cases over $5 million.
Enhance sales through strong advisor relationships and excellence in field underwriting practices.
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