Plan Implementation Lead

Manulife Financial; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Manulife Financial in the Philippines seeks a client-focused professional to manage plan implementations and ongoing relationships. You will coordinate payroll integration, account configuration, and plan features, while educating clients and partners on available services.

With 2+ years in customer service or project management, you will lead meetings, track milestones, and ensure timely tasks. This hybrid role supports a flexible work arrangement within a global financial services team.

Qualifications

• At least 2 years of relevant experience in customer service or project management.

Responsibilities

• Serve as main contact for clients during plan implementation.
• Build and maintain strong relationships with clients, TPAs, financial representatives, and internal partners.
• Lead meetings, coordinate follow-up actions, and keep stakeholders informed.
• Manage timelines and project milestones.
• Coordinate all aspects of plan setup including payroll integration and configuration.
• Educate clients and partners on John Hancock products, services, and processes.
• Provide guidance on plan setup, eligibility, and administrative requirements.
• Coordinate onboarding communications and schedules.
• Support a smooth handoff to ongoing service teams after implementation.

Skills

Relationship-building

Client service

Communication

Presentation skills

Project management

Organizational skills

Negotiation

Detail orientation

Problem solving

Job description

Manulife Financial in the Philippines seeks a client-focused professional to manage plan implementations and ongoing relationships. You will coordinate payroll integration, account configuration, and plan features, while educating clients and partners on available services.

With 2+ years in customer service or project management, you will lead meetings, track milestones, and ensure timely tasks. This hybrid role supports a flexible work arrangement within a global financial services team.