Strategic Plan Implementation Lead

Manulife Global Solutions (MGS); Mactan; On-site; PHP 600,000 - 900,000; Full time

Job summary

Manulife Global Solutions (MGS) in the Philippines is seeking a Plan Implementation Specialist to be the primary contact for clients through onboarding and transition to ongoing service. You will coordinate payroll integration, account configuration, and plan features while ensuring timely deliverables.

This role emphasizes relationship management, project coordination, and client consulting to drive smooth implementations and high customer satisfaction across retirement plans.

Qualifications

• At least 2 years of relevant experience in customer service or project management.
• Strong relationship-building and client service skills.
• Excellent communication and presentation abilities.
• Proven project management and organizational skills.
• Ability to influence, negotiate, and collaborate across multiple teams.
• Strong attention to detail and ability to manage multiple priorities.
• Proactive problem-solving mindset.

Responsibilities

• Serve as the 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 expectations, timelines, and project milestones.
• Proactively identify and elevate issues when needed.
• Develop and manage implementation schedules.
• Coordinate all aspects of plan setup, including payroll integration, account configuration, and plan features.
• Ensure tasks are completed accurately and on time.
• Remove roadblocks and keep projects moving forward.
• Maintain accurate documentation and compliance records.
• Utilize internal systems and tools to track progress and project status.
• Gather plan details and clarify client requirements.
• Educate clients and partners on John Hancock products, services, and processes.
• Provide guidance on plan setup, eligibility, administrative requirements, and available services.
• Recommend solutions and services that support the long-term success of the plan.
• Review implementation documentation and client information.
• Coordinate onboarding communications and schedules.
• Organize project records and maintain accurate updates.
• Prepare meeting materials, timelines, and implementation documentation.
• Support a smooth handoff to ongoing service teams after implementation is complete.

Skills

Relationship-building

Customer service

Project management

Communication skills

Presentation skills

Negotiation

Attention to detail

Problem-solving

Job description

Manulife Global Solutions (MGS) in the Philippines is seeking a Plan Implementation Specialist to be the primary contact for clients through onboarding and transition to ongoing service. You will coordinate payroll integration, account configuration, and plan features while ensuring timely deliverables.

This role emphasizes relationship management, project coordination, and client consulting to drive smooth implementations and high customer satisfaction across retirement plans.