Director managing enterprise underwriting and claims risk at Sun Life, a life insurer helping Clients achieve financial security. Redesigning mortality and morbidity risk programs globally.
About the role
- Insurance onboarding specialist managing advisor contracting, licensing, and transitions for Manulife, a global financial services provider. Coordinating carriers, compliance, systems, and advisor activation.
Responsibilities
- Coordinate end-to-end onboarding of new advisors joining the MGA
- Review and process advisor contracting packages for completeness and accuracy
- Facilitate advisor setup through WealthServ, internal systems, and carrier platforms
- Partner with Compliance, Technology, and Operations teams to activate advisor profiles and access
- Manage advisor transfers, branch transfers, and book-of-business transitions
- Coordinate carrier appointments, code transfers, and advisor maintenance updates
- Track transition activities and communicate status updates to stakeholders
- Obtain and process required documentation within service standards
- Validate advisor licensing requirements and regulatory documentation
- Monitor licensing expiries and deficiencies and support remediation
- Ensure activities comply with regulatory, carrier, and internal standards
- Liaise with insurance carriers regarding contracting, code requests, and maintenance
- Escalate and resolve onboarding and transfer-related issues
- Serve as subject matter expert for carrier onboarding requirements and processes
- Support advisors during onboarding and transition periods
- Provide guidance on requirements, timelines, and system access
- Deliver a professional, responsive, and advisor-centric experience
Requirements
- 2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers
- Post-secondary education in Business, Finance, Insurance, or a related field
- Knowledge of MGA operations, advisor contracting processes, and insurance carriers
- Experience with WealthServ or similar advisor management systems is considered an asset
- Strong understanding of licensing and compliance requirements within the insurance industry
- Excellent organizational, communication, and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- 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
Benefits
- Flexible environment supporting learning, growth, well-being, and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
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