The Policy Admin Sr. Assistant provides administrative support to internal and external customers (policyholders, partners and distributors) who request for financial disbursement and inquiries. Ensures that customer transactions are done within turnaround time (TAT).
The role includes handling of disbursement and income payout-related transactions, providing resolution to any issues/discrepancies that may arise related to disbursement and adhering to established procedures and policies set by the Company.
Position Responsibilities:
Handling of company initiated and client-initiated disbursement requests such as traditional/variable life withdrawals and income payout
Deals with customers and agents (client interface—oral and listening skills necessary, and through correspondence) in response to various policy inquiries and other related transactions.
Knows the processes and systems to be able to handle verification of details, responding to questions and clarifications.
Promptly reports any error/issues or concerns that could impact the process and request of the clients
Ensure that processes are in accordance with the company’s guidelines and procedures.
Collaborates and liaises with Finance to ensure the credit of proceeds to customer within the agreed turn-around time
Able to attend to other transactions such as Disbursement Batch processing and Bridger Checking
Required Qualifications:
Degree Holder of any four year course
Related insurance qualifications would be an advantage
2-4 years of professional experience in the Insurance industry
Certificate in Life Insurance or Diploma in Life Insurance would be an advantage
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