Canada Retirement - Plan Design Analyst

Manulife Financial; Philippines; Hybrid; PHP 3,692,000 - 5,538,000; Full time

Job summary

Manulife Financial, a leading financial services provider, seeks a Canada Retirement – Plan Design Analyst (L3) to join MBPS. You will review client requirements for accuracy and capture all information into systems following guidelines and regulations.

This role emphasizes precision in handling forms, data entry, and error reduction. The position requires strong communication, multitasking, and time management, with a focus on meeting performance metrics and maintaining quality across cases.

Qualifications

• Must have at least one-year tenure in the current position.
• Should not have any attendance issues.
• Must meet job expectations and pass all performance metrics in the current unit.
• No disciplinary actions of any sort for the past 12 months.
• Strong multitasking and time management skills with the ability to work rotating shifts.
• Excellent verbal and written communication skills, with clear, precise, and structured writing.
• Proficiency in MS Office applications (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Accurate indexing of forms (medical and non-medical).
• Process and capture information to the system according to established methods and procedures.
• Practice good judgment in processing cases.
• Perform thorough checking for every case and eliminate financial errors.
• Suggest ways on how to improve the current process and team metrics.

Skills

One-year tenure

No attendance issues

Meet job expectations

No disciplinary actions

Time management

Verbal and written communication

Typing speed 45 WPM

Tools

MS Office (Outlook, Word, Excel, PowerPoint)

Job description

We’re looking for a Canada Retirement – Plan Design Analyst (L3) to join our team at MBPS. In this role, you will be responsible for reviewing the accuracy of the requirements from the clients and capturing all pertinent information into the systems based on the established guidelines and state regulations.

Position Responsibilities:

• Accurate indexing of forms (medical and non-medical)
• Process and capture information to the system according to established methods and procedures
• Practice good judgment in processing cases
• Perform thorough checking for every case and eliminate financial errors
• Suggest ways on how to improve the current process and team metrics

Required Qualifications:

• Must have at least one-year tenure in the current position.
• Should not have any attendance issues.
• Must meet job expectations and pass all performance metrics in the current unit.
• No disciplinary actions of any sort for the past 12 months

Preferred Qualifications:

• Keyboarding skills of at least 45 WPM with 98% accuracy.
• Strong multitasking and time management skills with the ability to work rotating shifts.
• Excellent verbal and written communication skills, with clear, precise, and structured writing.
• Proficiency in MS Office applications (e.g., Outlook, Word, Excel, PowerPoint).
• Good understanding of written communication etiquette (email and chat) and ability to proactively respond to business situations.

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 [e-mail].

Working Arrangement

Hybrid