Bilingual Policy Specialist

Manulife

. Handle sensitive issues to ensure customer satisfaction .

Posted 10/8/2026full-timeMontreal • CanadaMid-LevelSenior💰 CA$45,900 - CA$76,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills with a focus on resolving inquiries and ensuring customer satisfaction. Proficient in detailed communication, policy management, and transaction processing in a bilingual environment.

Highest-signal resume keywords

Bilingual In French And EnglishCustomer Service ExperiencePolicy ManagementAttention To DetailVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ResearchTransaction ProcessingDisbursement TransactionsBilling And Payment ProcessingAnalytical Abilities

Soft Skills

Interpersonal SkillsCustomer-Centric ApproachAbility To Work In A Fast-Paced EnvironmentKeen Attention To Detail

Tools & Technologies

Computer SkillsKeyboarding Skills

Industry Keywords

Insurance InquiriesPolicy MaintenanceCustomer Satisfaction

About the role

Key responsibilities & impact

Handle sensitive issues to ensure customer satisfaction
Provide detailed oral and written communication to business areas regarding inquiry resolutions
Identify customers’ needs, clarify information, research every issue, and provide solutions or alternatives
Manage and respond to in-force insurance inquiries
Conduct detailed policy research and historical account reviews
Facilitate billing and payment-related transactions, including banking updates, premium mode changes, PAD changes, deposit applications, and other payment requests
Process disbursement transactions, including policy surrenders, withdrawals, loans, fund transfers, and other policy payouts
Manage policy change transactions, including name changes, face amount decreases, coverage deletions, cost of insurance changes, and other policy maintenance requests
Meet personal and team qualitative and efficiency targets

Requirements

What you’ll need

Excellent verbal and written communication skills
Previous experience in the customer service industry
Fully bilingual in French and English
CEGEP/post-secondary education or equivalent work experience required
Keen attention to detail and analytical abilities
Proficient computer and keyboarding skills
High aptitude to learn and apply information quickly
Strong interpersonal skills
Capability to work efficiently in a quick-paced, ever-changing environment in a professional manner
Customer-centric approach

Benefits

Comp & perks

Work from home possibilities based on performance
Flexible and supportive work environment
Learning and career growth support
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
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 days
Personal days
Sick days
Statutory leaves of absence
Incentive programs and incentive compensation tied to business and individual performance