Policy Admin Assistant

Manulife group; Makati; Hybrid; PHP 240,000 - 360,000; Full time

Job summary

Manulife Group in Makati, Philippines, is seeking a Policy Admin Assistant to provide administrative support to policyholders, partners and distributors in policy admin-related transactions and inquiries. The role ensures transactions are completed within turnaround time (TAT).

The candidate will handle disbursement requests, respond to policy inquiries, and collaborate with Finance to ensure timely credit of proceeds, while adhering to company guidelines and procedures.

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 using MS Office Applications (i.e., Word, Excel, Power Point)

Responsibilities

• Ensures accurate benefit payouts in accordance with the policy details, laws and regulations
• Assists in resolving benefits-related issues and/or concerns
• Handling of company initiated and client-initiated disbursement requests such as traditional/variable life withdrawals, benefit/maturity and income payout
• Deals 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 clients
• Ensure 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 Checking

Skills

MS Office Applications

Education

Certificate in Life Insurance

Diploma in Life Insurance

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 regulations
• Assists in resolving benefits-related issues and/or concerns
• Handling of company initiated and client-initiated disbursement requests such as traditional/variable life withdrawals, benefit/maturity and income payout
• Deals 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 clients
• Ensure 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 Checking

Required 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 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.

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