Conversion Senior Coordinator

Manulife Financial; Philippines; Hybrid; PHP 480,000 - 720,000; Full time

Job summary

John Hancock in the Philippines is seeking a Conversion Senior Coordinator to manage end-to-end processing of new business cases, from applications and recordkeeping to contract number assignment and onboarding requirements.

You will collaborate with teams, perform accuracy checks, and ensure service levels, including being on-call on Saturdays and holidays. Night shift availability is required.

Qualifications

• Bachelor’s degree required; open to fresh graduates.
• Experience in back-office operations or administrative roles desirable.
• Proficient in Microsoft tools.
• Strong verbal and written communication.
• Amenable for fixed night shift.

Responsibilities

• Process and index cases accurately in the system per procedures.
• Perform thorough checks to eliminate financial errors and ensure compliance.
• Meet service levels and be on-call on Saturdays and holidays as needed.
• Collaborate with colleagues and other teams, supporting production work and capacity.
• Identify and suggest process improvements and help expand team capabilities.

Skills

Microsoft Office

Communication

Data entry

Back-office operations

Night shift availability

Education

Bachelor's degree

Tools

Email handling

Job description

The Conversion Senior Coordinator plays a crucial role in managing the end-to-end process for new business cases at John Hancock. This includes overseeing the processing of applications and recordkeeping agreements through to the assignment of contract numbers. The position also involves setting up all aspects of client information, investments, service features, and other onboarding requirements to ensure a seamless transition for new clients.

Position Responsibilities:

• Process and index cases of varying complexity, capturing information accurately in the system according to established methods and procedures while maintaining high quality and productivity standards.
• Exercise good judgment in processing cases, performing thorough checks to eliminate financial errors and ensure compliance when handling highly sensitive and heavily regulated funds.
• Consistently meet service levels, including rendering overtime during high-volume weeks and being on-call on Saturdays and holidays as needed.
• Collaborate with colleagues and other teams by assisting with production work, managing leaves/day-offs responsibly during peak seasons, and supporting overall team capacity.
• Identify and suggest process improvements, contribute to enhancing team metrics, and expand the range of knowledgeable functions handled by the team.

Required Qualifications:

• Open to fresh graduates with a Bachelor’s degree
• Candidates with experience in back-office operations or administrative roles are highly desirable. This includes familiarity with office management tasks, data entry, document handling, and providing general support to ensure efficient office operations.
• Proficiency in Microsoft tools
• Demonstrates effective communication skills, both verbal and written, with the ability to clearly convey information and ideas to diverse audiences.
• Amenable for fixed night shift.

Preferred Qualifications:

• Knowledge of Manulife and JH RPS products and processes, including a full understanding of JH RPS terminology.
• Ability to follow and complete JH RPS processes accurately from end to end.
• Demonstrated knowledge of Manulife insurance products, supported by passing weekly tests given by the trainer.
• Proficient in using email for processing, coordination, and communication.
• Strong ability to apply product and process knowledge in day-to-day work with minimal supervision.

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

混合式