Policy Admin Assistant

Manulife/John Hancock; Makati; Hybrid; PHP 279,000 - 391,000; Full time

Job summary

Manulife/John Hancock is seeking a Policy Admin Assistant to provide comprehensive policy administration support for policyholders, partners and distributors. The role focuses on timely processing of transactions, resolving issues, and coordinating with Finance to ensure accurate credit of proceeds.

Ideal candidates have 2–4 years of life insurance experience, a relevant insurance certificate, and strong MS Office skills.

Qualifications

• 2–4 years of professional experience in the Life Insurance industry.
• Certificate in Life Insurance or Diploma in Life Insurance would be an advantage.
• Proficient in MS Office Applications (Word, Excel, PowerPoint).

Responsibilities

• Provide administrative support to policyholders, partners and distributors for policy admin-related transactions and inquiries.
• Ensure customer transactions are completed within the specified turnaround time (TAT).
• Assist in processing disbursement requests including traditional/variable life withdrawals and maturities.
• Interact with policyholders and agents via oral, written, and email communications.
• Collaborate with Finance to ensure credit of proceeds to customers within the agreed TAT.
• Handle Disbursement Batch processing and Bridger Checking as needed.

Skills

Policy administration

Customer service

Communication skills

Attention to detail

Education

Certificate in Life Insurance or Diploma in Life Insurance

Tools

MS Office

Job description

The Policy Admin Assistant provides administrative support to internal and external customers (policyholders, partners and distributors) who request for policy admin-related transactions and inquiries. Ensures that customer transactions are done within turnaround time (TAT).Position Responsibilities:Ensures accurate benefit payouts in accordance with the policy details, laws and regulationsAssists in resolving benefits-related issues and/or concernsHandling of company initiated and client-initiated disbursement requests such as traditional/variable life withdrawals, benefit/maturity and income payoutDeals with policyholders and agents (client interface—oral and listening skills necessary, and through correspondence) in response to various policy inquiries and other related transactions.Able to give ready answers to inquiries on products, interest rates, policy values and other policy information.Knows the processes and systems to be able to handle verification of details, responding to questions and clarifications.Collaborates and liaises with Finance to ensure the credit of proceeds to customer within the agreed turn-around time8. Promptly reports any error/issues or concerns that could impact the process and request of the clientsEnsure that processes are in accordance with the company’s guidelines and procedures.Able to attend to other transactions such as Disbursement Batch processing and Bridger CheckingRequired Qualifications:2-4 years of professional experience in the Life Insurance industryCertificate in Life Insurance or Diploma in Life Insurance would be an advantageProficient in using MS Office Applications (i.e., Word, Excel, Power Point)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 HancockManulife 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 EmployerAt 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 ArrangementHybrid