Legal Case Specialist

We’re looking for a Legal Case Specialist to join our GRC team at MBPS. In this role, you are responsible for managing and coordinating a broad range of complex yet structured legal cases such as but not limited to the handling of legal and contractual issues related to individual contracts or policies, pension plans, and structured settlements that require legal knowledge and judgment. The role supports legal operations by ensuring cases are handled accurately, efficiently, and in compliance with internal procedures and applicable regulations.

Position Responsibilities

• Review, assess, and handle legal documents (e.g., powers of attorney, guardianships, trusts, court orders, subpoenas) related to annuity and fixed products.
• Determine document acceptability; draft customer and attorney communications identifying defects and remediation steps when documents cannot be accepted.
• Research and apply U.S. state and Canadian provincial laws governing POAs, guardianships, conservatorships, and related legal matters.
• Serve as primary point of contact for business staff on legal and contractual issues; escalate complex matters to legal counsel and management as needed.
• Prepare case files, summaries, and memoranda for legal counsel; support subpoena and legal process responses through customer data research and product restriction.
• Supervise, train, and support business staff through job aids, training materials, and ongoing guidance on legal and contractual topics.
• Improve internal workflows and identify operational trends, risks, and complaints to enhance legal document handling and controls.
  
  

Required Qualifications

• Bachelor’s degree in any discipline.
• Minimum of 2 years of relevant work experience in a legal, compliance, financial services, or related environment.
• Familiarity with the U.S. legal system, including legal terminology related to estates, trusts, powers of attorney, and court‑issued documents.
  
  

Preferred Qualifications

• Excellent communication skills
• Strong attention to detail, organization, and documentation accuracy.
• Ability to assess issues and resolve exceptions using judgment and prior experience.
• Strong understanding of long-term care, life insurance, and annuity products; experience with John Hancock products preferred.
  
  

When You Join Our Team

• 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.
  
  

About Manulife And 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 https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

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 hr@manulife.com.

Working Arrangement

Hybrid

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