Détails du poste
- Lieu de travail : Montreal
- Type de poste : Permanent à temps plein
Description du poste
The Installation Specialist, Group Benefits – Document Creation & Support is responsible for drafting, maintaining, and optimizing client-facing and internal documents that support Group Benefits products and operations. This role ensures accuracy, compliance, and consistency across plan documents, contracts, booklets, agreements, benefits at a glance and operational templates. The specialist partners with product, underwriting, legal/compliance, operations, Regional Group Offices, and client service teams to deliver timely, high-quality documentation aligned with brand, regulatory, and client requirements.
Key takeaway: This role ensures the accuracy, compliance, and clarity of all Group Benefits documentation, enabling a seamless client and member experience while supporting operational efficiency and risk management.
Position Responsibilities
Document Development: Create, edit, and maintain Group Benefits documents using established templates and style guides.
Template & Content Governance: Own and improve document templates and content libraries; manage version control; enforce naming conventions, metadata, and archival practices.
Regulatory & Compliance Alignment: Collaborate with Legal/Compliance to incorporate regulatory updates (e.g., legislative updates) and product changes; ensure disclosures and definitions are correct.
Cross-Functional Collaboration: Partner with Product, Underwriting, Group Sales Offices, and Operations to gather inputs, validate plan provisions, and align documents to sold case requirements and operational processes.
Quality Assurance: Perform detailed reviews for accuracy, completeness, readability, and brand consistency; run checklists; conduct peer reviews and redline management.
Workflow & Timelines: Support leader in document production schedules for new business, amendments, and plan changes; prioritize requests and meet service level agreements (SLAs).
Process Improvement: Identify opportunities to streamline document creation and approval workflows; recommend automation, standardization, and content re-use.
Stakeholder Support: Provide guidance to internal teams on document usage, intent, and language; train users on templates, style guides, and best practices.
Digital Enablement: Support publishing to portals and digital channels; ensure accessibility (WCAG and AODA), mobile readability, and PDF standards.
Data Integrity: Validate benefit provisions, eligibility rules, and plan parameters pulled from admin systems; reconcile discrepancies with underwriting and operations.
Metrics & Reporting: Finding trends in errors and rework to enhance training opportunities for the team; contribute to KPIs.
Qualifications requises
Bachelor’s degree in Communications, English, Technical Writing, Business, or related field; equivalent experience considered.
3–5+ years of document creation, technical writing, or contract drafting experience, ideally in Group Benefits or insurance/financial services.
Strong understanding of Group Benefits products (e.g., Life, AD&D, Disability, Dental, Vision, Health, Critical Illness, Supplemental/Voluntary benefits) and plan provisions.
Proficiency with document tools (Microsoft 365, SharePoint, Adobe Acrobat, PDF standards), content management systems, and redlining tools.
Experience with workflow tools; comfort working with SLAs and deadlines.
Knowledge of accessibility standards (WCAG) and brand/style guidelines.
Qualifications préférées
Exceptional writing, editing skills, with keen attention to detail.
Strong collaboration, stakeholder management, and communication skills.
Ability to interpret underwriting documents, plan designs, and operational requirements.
Experience in benefits administration platforms and policy admin systems.
Exposure to digital content publishing, or knowledge management.
Understanding of bilingual documentation (e.g., English/French) and localization.
Familiarity with automation (document assembly tools, mail merge, conditional logic).
Knowledge of HotDocs Developer; experience with CLM systems (e.g., Contract Express, IBM Atlas) and legacy policy administration platforms.
Able to work with rules-based document automation markup, to create/revise templates for contract/booklet outputs. Rule scripting via a user interface to drive the desired output text.
Able to translate conditions for text choice into logic rules based on the instructions in our Word models.
Ce que nous offrons
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-HYBRID
This posting supports an ongoing hiring initiative for existing and/or future vacancies.
À propos de Manulife et John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife est un employeur garantissant l’égalité des chances
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact <.
Détails
Referenced Salary Location
Montreal, Quebec
Working Arrangement
Hybrid
Salary range is expected to be between
$52,650.00 CAD - $87,750.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact < for the salary range for your location.
Avantages
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact < for more information about U.S.-specific paid time off provisions.
Traitement des données
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
