The opportunity

The Corporate Account Specilaist is our main support the after sales transactions of our Distribution Channels namely Corporate Solutions (Broker and Agency), Manulife China Bank and Partnership and Distribution (PD).  The main accountability is to achieved a policy and premium persistency of 85%, generate billings on time (initial, adjustment, modal, renewal, extension), ensure accurate member data information are saved in the database, confirm member eligibility for claims verification, provide details for account review, process experience and unused premium refunds, and perform member underwriting for members exceeding the NEL/NML upon renewal of the account.  Closely coordinate with the Distributors and Business Partners to be able to deliver to our service level commitments to our clients.

Responsibilities

• Prepare renewal offers for existing accounts and ensure to manage his/her portfolio to maintain the 85% policy and premium persistency level.

• Reconcile member master list upon renewal based on updated list submitted by the client vs. our record on file.  Discrepancy may require adjustment billing to include, delete or adjust the coverage of the members as applicable. Perform member underwriting within Group Admin limits for members exceeding the NEL/NML.

• Provide renewal details (member list and movements, premium and claims for the policy year) to pricing for account review.

• Verify member eligibility for claims verification, including checking of updated premium payment and most recent approved coverage from underwriting.

• Prepare billing statements such as Initial, Adjustment, Modal, Renewal and Extension Billing issued to Group Policy Holder.  Billing statement’s granularity is up to individual member level.

• Give timely feedback to Distribution Partners or to the clients for Direct accounts if there are discrepancies on the member data and/or coverage.

• Prepare Policy Contracts, Certificate of Cover and Individual Certificate of Insurance for issued new business and renewed existing accounts, as applicable.

• Conduct KYC (Know Your Customer) and AML (Anti-Money-Laundering) compliance for new business and new affiliates for existing accounts.

• Set up policies/benefit schedule based on proposal accepted by the client during new business and renewal.

• Prepare policy endorsements as part of the contract for non-standard contract provision, special approval from Actuarial and take-over accounts.

• Tag along with Account Managers of Group Admin and Business Development Specialists of Sales Team for client meetings and during account review.

• Process experience refund as applicable. Provide

• Provide immediate resolution to clients and agents’ inquiries and complaints.

How will you create impact?

The role will report to the Corporate Account Team Lead.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

• College graduate of any 4year course
• Requires 2-3 years of Group Accounts Management experience
• Excellent customer service orientation
• Preferably with Basic LOMA course taken and passed
• Proficiency in MS Office notably MS Excel
• Team player
• Continuous Improvement Orientation
• Strong analytical skills
• Excellent communication and interpersonal skills

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
  We lead with our Values every day and bring them to life together.
• Boundless opportunity
  We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
  We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
  We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
  We build a business that benefits all stakeholders and has a positive social and environmental impact.

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].

Hybrid