Teams at Manulife

Oversee and deliver the Fixed Indexed Annuity portfolio, including product launches, enhancements, technology, operations, and distribution readiness. Build roadmaps, manage budgets, vendors, governance, risks, dependencies, and executive reporting. Lead cross-functional teams and project managers through requirements, testing, UAT, go-live, and stabilization. Apply deep FIA expertise and hands-on experience with FAST and FireLight while managing strategic portfolio oversight and complex initiatives.

Conduct independent audits and quality reviews of life insurance underwriting decisions, documentation, and processes. Evaluate medical, financial, non-medical, compliance, retention, and reinsurance decisions against guidelines. Identify trends and improvement opportunities, recommend training, provide objective feedback, and collaborate with underwriting, medical, and risk management stakeholders. Support specialized audits and the ongoing development of the underwriting audit program.

Manages national distributor and account relationships to expand life insurance sales. Responsibilities include analyzing market share, pipeline, and customer trends; coordinating internal teams; developing growth strategies; supporting promotional events; delivering product education and presentations; automating communications; onboarding distributors; and identifying opportunities to improve account performance.