Policy Admin Specialist — Hybrid, Growth & Impact

Manulife Financial; Makati; Hybrid; PHP 391,000 - 536,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife Financial is seeking a Policy Admin Specialist to provide administrative support to internal and external customers requesting policy admin-related transactions. The role ensures turnaround times are met and may support training and customer retention transactions.

The candidate will handle policy changes, respond to inquiries on products and policy values, and collaborate with other units to ensure accurate processing within SOPs. Hybrid work arrangement offered.

Qualifications

• 3-5 years of professional experience in the Life Insurance industry.
• Related insurance qualifications would be an advantage.

Responsibilities

• Handling of company initiated and client-initiated policy change requests such as preparation of documents and certifications, Review and preparation of reports, unit-linked related transactions, and others.
• Handling of client-initiated conservation related requests or process.
• Processing of policy changes and corrections. Follows the written procedures (SOP) when enforcing adjustments to ensure accurate policy information.
• 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.
• Email handling. Able to give answers to inquiries on products, interest rates, policy values and other policy information.
• 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 other units to ensure the correct results of customer request within the agreed turn-around time
• 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 request and Bridger Checking
• Solve advanced problems beyond the standard procedures.
• Contribute to process improvement and own outcomes that resulted from the changes made.
• Provide training not only to the Policy Admin. but to other units as well that needs knowledge of Policy Owner Service’s process and transactions.
• Render review and coaching sessions to members of the team.
• Act as a Subject Matter Expert on Policy Owner Services transactions and participate in product initiations, system improvements, UATs, and projects discussions on behalf of the team.

Education

Certificate in Life Insurance

Diploma in Life Insurance

Job description

Manulife Financial is seeking a Policy Admin Specialist to provide administrative support to internal and external customers requesting policy admin-related transactions. The role ensures turnaround times are met and may support training and customer retention transactions.

The candidate will handle policy changes, respond to inquiries on products and policy values, and collaborate with other units to ensure accurate processing within SOPs. Hybrid work arrangement offered.