Business Process Associate
Manulife
Quezon City, PH
15h ago

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Key Accountabilities :

  • Support onboarding / underwriting of new cases and set-up and compensation of financial advisors.
  • Examines all documents received in a new case submission while enforcing the John Hancock Retirement Plan Services Guidelines to ensure all required forms are received and completed in compliance with federal and state legislation
  • Assesses the pricing the client has agreed to base on the expected versus the actual plan specifications. Determines on whether a new documentation is required by the client due to pricing changes
  • Identifies compliance issues and recommends options for resolution and / or escalate when necessary to management or other members of customer base
  • Builds and maintains solid relationships with all members of customer base by responding effectively to questions to internal and external parties.
  • Alerting issues and problems, keeping all informed and up-to-date on progress of new case submission, following-up on outstanding items, discrepancies and significant issues while maintaining multiple communication tools

  • Issues the client contract in accordance with the plan specifications and federal and state legislation while identifying contracts that may require amendment packages due to legislative changes or product enhancements
  • If you are ready to unleash your potential, it’s time to start your career with Manulife / John Hancock.

    About Manulife

    Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

    We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

    At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers.

    As of June 30, 2019, we had over $1.1 trillion (US$877 billion) in assets under management and administration, and in the previous 12 months we made $29.

    4 billion in payments to our customers. Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years.

    With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

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