1.保单行政：保单初审与交接、保单时效追踪、问题件处理追踪、续收追踪
2.就公司核保、保全等后援运营流程向销售队伍进行宣导培训
3.单证与行销辅助品管理：负责本机构内单证及行销辅助品的征订和分发、按公司要求进行重控单证的交接、系统登记和回销等工作
4.督促销售人员完成回执回访相关工作，配合进行客户投诉处理
5.银保通系统出单支持
6.定期追踪资格证到期情况，追踪、协助销售人员进行续证工作
7.配合机构人员招聘、新人入司、人员离职等相关工作，及时开设与维护系统架构与代码
8.做好CM/BSM的考勤记录、请假记录、考核资料填写，检查并按时上传团队活动量管理工具，进行活动量管理及追踪
9.银行手续费率系统设置申请、手续费结算相关工作
10.报表：基础报表、竞赛追踪报表、渠道报送报表
11.协助CM组织策划银行各类销售活动、产说会等，通过职场布置及业绩追踪，营造团队销售及竞赛氛围，推动销售业绩达成 
12.机构费用报销
13.完成各项合规报告
14.职场与办公用品管理等其他行政工作
15.及时报告工作过程中所发现的违规事件或潜在风险，并提出纠正或改进建议；
16.完成上级安排的其他工作任务。

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 [email protected].

In Office