Manulife

Underwriter

• Provide deep technical leadership and underwriting risk perspective on medical, nonmedical, financial, custom pricing and new business processes
• Lead by inspiring coaching, mentoring, and developing a team of specialists, both current team and future underwriters in the pipeline for large case underwriting
• Maintain a strong reputation as a market leader in High Net Worth cases and be the key contact for Manulife’s High Net Worth advisors
• Develop and maintain strong relationships with advisors including the development and maintenance of customized processes for these advisors and their support staff
• Work independently across pricing, product, customer service and new business functions to ensure consistent experience for advisors
• Influence stakeholders within Cdn Segment to optimize and prioritize HNW service
• Provide senior leaders with information related to pending business in order to estimate the impact of the HNW business on sales and NBEV forecasting
• Work directly with senior leaders on high profile cases
• Stay current on sales concepts, tax changes and market trends to ensure risks accepted align with our values and risk appetite
• Develop and maintain strong relationships with and negotiation skills with reinsurance partners
• Promote excellence and consistency in underwriting risk assessment
• Champion and advocate for a positive and consistent underwriting experience for all clients
• Willingness to challenge existing practices and assumptions and focus on change based on customer and advisor experience
• Provide a consistently high sense of urgency and flexibility in an environment of continual growth and change
• Provide guidance and model resilience in a high-pressured environment
• Keep abreast of underwriting developments, emerging trends and industry practices

AVP, HNW Underwriting

Cloud Engineer

• design the AKS cluster model for the Canadian segment
• implement improvements to existing infrastructure with zero disruption to business operations
• build an integrated end‑to‑end experience for application development teams
• automate cluster maintenance tasks, operational workflows, and routine processes
• continuously find opportunities to reduce manual effort, improve reliability, and enhance deployment efficiency
• ensure compliance with enterprise risk and security standards
• monitor and maintain the health, performance, scalability, and security of AKS clusters
• partner with application development teams to ensure shared cluster model meets needs
• maintain positive relationships with business partners and shared technology teams

Senior Cloud Engineer

Marketing

• Implement B2C marketing initiatives to drive better retirement outcomes
• Support content marketing calendar and amplification through channels
• Create and execute marketing campaigns by leading cross-functional teams
• Oversee creation and distribution of engaging content and marketing materials
• Drive continuous improvement through testing, analysis, and optimization of marketing tactics
• Create and maintain marketing content for internal and external channels
• Contribute to performance reports with relevant analysis

Marketing Associate – Global Retirement

Business Analyst

• Translate business line strategy into coherent future-state operating model and requirements
• Partner with business leaders and technology delivery partners to deliver outcomes
• Lead discovery and requirements elicitation across various stakeholders
• Develop structured requirements inventory and facilitate prioritization decisions
• Drive convergence across stakeholders and translate business needs into actionable requirements
• Produce future-state process flows and define requirements for operational controls
• Ensure requirements meet regulatory, risk, and compliance needs; support audit-ready documentation

Lead Business Analyst

• Provide case-specific consultative tax, retirement and estate planning expertise
• Build local relationships with professional advisors through case-specific interaction
• Assist investment advisors in preparing proposals and presentations
• Provide educational presentations and seminars to investment advisors
• Provide federal and provincial tax information for sales strategies

Regional AVP - Tax, Retirement and Estate Planning Services

Sales

• Responsible for renewals of all GB Small Business Alpha cases and Signature cases up to 50 lives
• Support the Account Executives in building and maintaining successful advisor relationships
• Prepare, send, manage, and negotiate the renewals with plan advisors
• Prioritize and monitor renewal workload by assigned case(s) and by advisor
• Access various internal systems for previous renewals, claims history and other reports
• Adjust renewal rates upwards or downwards depending on case and advisor
• Apply Discretionary Spending Account (DSA)
• Suggest plan design options
• Handle renewal appeals and advisor marketing appeals working with renewal Underwriter
• Assist advisors with selling the renewal
• Handle cost negotiations with advisor on renewals
• Follow up with advisors on renewals
• Track terminations and document reasons for not being able to renew

Renewal and Sales Associate, Group Benefits

Procurement

• Lead the strategy, roadmap, and execution for procurement risk platforms
• Leverage technical expertise to understand platform architecture, troubleshoot issues, and execute minor configuration changes
• Monitor platform performance, user adoption, and effectiveness; identify and drive enhancements based on evolving business needs and regulatory changes
• Analyze current workflows and collaborate with cross-functional teams to streamline processes, increase efficiency, and drive measurable reductions in procurement cycle times
• Collaborate with Risk, IT, procurement, and compliance teams to define requirements and implement solutions
• Serve as the primary liaison to the platform’s Customer Success Managers
• Oversee platform implementations, integrations, and optimization
• Establish and maintain governance frameworks, data standards, and reporting protocols

Manager, Procurement Risk Platforms Management

QA Engineer

• Develop and complete comprehensive test plans and test cases using tools like Selenium and JIRA
• Collaborate with development teams to understand product functionality and design effective testing strategies
• Automate regression and functional tests using programming languages such as Java or Python
• Track and document software defects and work with developers to resolve issues
• Ensure continuous integration and deployment processes are adhered to using tools like Jenkins

Quality Engineer

Consultant

• Identify areas for improvement and drive implementation of actions for improvement.
• Influence key individuals to facilitate implementation of new initiatives and best practices.
• Be the face of the business at project or strategic level across the Canadian Segment.
• Bring Strategic thinking to the team by providing input to business planning and direction, identifying future service and efficiency opportunities, and driving the development of plans to achieve the required targets.
• Develop & present cost/benefit cases and alternative assessments for service and efficiency improvements.
• Lead/manage initiatives and ensure that benefits are achieved within timelines.

Business Consultant, Group Benefits

Director

• Contribute to the US Retirement vision and roadmap by understanding the competitive landscape and market
• Identify desired outcomes and communicate product vision in alignment with business strategy
• Define the business case, epic hypothesis, socialize across stakeholders and gain alignment
• Create epic artifacts and lead epics from the funnel to done stages
• Facilitate collaboration with subject matter experts and stakeholders to refine and deliver the epic scope
• Support decomposition of epics into capabilities and features
• Maintain alignment with Business Owners, Product Management, Enterprise Architects, and development teams
• Facilitate cross-functional decision-making and resolve conflicts that impede epic flow
• Track leading indicators and validate whether the MVP delivers expected value
• Advocate for the customer, ensuring their needs are central to product development and delivery
• Partner closely with Product Activation to support Go-To-Market activities as required
• Ensure team and program risks and roadblocks are managed, reported and escalated as necessary

Product Director

Product Manager

• Participate and support the development and launch of new product features and services, as well as act as subject matter expert for existing offerings
• Leverage industry knowledge and research to improve the competitiveness of product offering
• Lead cross-functional core teams in product development initiatives, ensuring that projects are implemented according to plan and that any issues are resolved promptly and effectively
• Drive projects to completion; help the business make key decisions in a timely manner; seek consensus
• Utilize market research to help influence major product development decisions
• Work with functional partners to synthesize feedback from the field and prioritize the product development queue
• Evaluate industry trends, regulatory changes and competitive environment
• Partner with finance and underwriting to ensure profitable product model
• Support relationships with external vendors, and key business partners, while ensuring needs are aligned to business objectives
• Develop a leadership presence within the organization
• Assist and participate in presentations to various stakeholders and audiences as necessary (client presentations, department presentations, etc.)

• Evaluate applications of the highest financial impact and complexity
• Analyze decisions without compromising overall underwriting policies
• Work independently and guide more junior colleagues
• Identify and provide solutions to work related problems
• Negotiate and manage time and resources to meet deadlines and service times
• Provide training and act as an information resource for more junior underwriters
• Audit applications underwritten to ensure compliance with established guidelines and policies
• Audit medical record summaries for documentation accuracy
• Assist management with various research projects pertaining to risk assessment
• Process formal underwriting appeals and complaints
• Review underwriting fraud referrals for appropriateness
• Maintain good relationships within a self-directed team environment
• Project a professional image and serve as an example to junior staff
• Manage all aspects of underwriting process for most complex cases
• Serve as a subject matter expert for more junior colleagues and management

Senior Underwriting Consultant

• Own and maintain the Distribution Transformation Program master roadmap, ensuring alignment across all workstreams
• Partner with workstream leads to define milestones, deliverables, dependencies, and timelines
• Drive accountability for milestone delivery; proactively identify risks, root causes, and mitigation plans
• Facilitate cross-functional decision-making and call out issues as needed to maintain momentum
• Lead the definition, refinement, and ongoing management of program KPIs
• Partner with Business Intelligence to build and publish monthly KPI dashboards
• Deliver executive-level reporting highlighting progress, risks, wins, and strategic implications
• Organize and lead program governance forums
• Develop agendas, synthesize updates, track actions, and ensure follow-through
• Prepare executive briefings and leadership communications
• Track operating budget, vendor spend, and headcount forecasting
• Partner with Finance on variance analysis and annual planning cycles
• Develop leadership communications and strategy decks
• Co-own team engagement strategy and lead operating rhythms

Director, Enablement Management and Strategy

• Oversee the research, analysis, and development of proposals for recommendations on the effectiveness of new data sources and underwriting techniques
• Collaborate with teams to develop innovative, data-driven underwriting solutions and capabilities that ensure seamless experience for a broad customer base
• Support product development work for targeted initiatives
• Analyze underwriting data through various studies and claims experience if applicable
• Prioritize project work, focusing on generating the most value for the business
• Keep abreast of external factors that may affect underwriting
• Keep abreast of competitor actions and industry trends
• Work with internal stakeholders to recommend and implement underwriting guideline changes
• Provide oversight of relationships with external vendors, partners and technologies that support business capabilities
• Apply innovative thinking and creative problem-solving to address complex underwriting challenges
• Participate in management of mortality and risk monitoring, including post implementation and monitoring plans and outcomes
• Contribute to the continuous improvement of underwriting practices and procedures
• Responsible for leading discussions to communicate recommendations, results and progress to senior leadership

AVP, HNW Underwriting

Senior Cloud Engineer

Marketing Associate – Global Retirement

Lead Business Analyst

Regional AVP - Tax, Retirement and Estate Planning Services

AVP, HNW Underwriting

Renewal and Sales Associate, Group Benefits

Manager, Procurement Risk Platforms Management

Quality Engineer

Business Consultant, Group Benefits

Product Director

Product Manager

Senior Underwriting Consultant

Director, Enablement Management and Strategy

Director, Underwriting Research – Development