Case Manager Associate

Manulife

Quezon City, PH

4d ago

Team Name :

NB & UW - JH Insurance - Case Management

Job Summary

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our employees with the resources they need to succeed and for the future of our business, which is why we need you.

The Case Manager is the primary contact for all New Business administrative activities and serves as the liaison between internal (e.

g. Underwriter, Titles, Licensing) and external (Agent / Firm / Field Office) customers to gather pre and post issue company and legal requirements

What motivates you?

You obsess about customers, listen, engage and act for their benefit

You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes

You thrive in teams, and enjoy getting things done together

You take ownership and build solutions, focusing on what matters

You do what is right, work with integrity and speak up

You share your humanity, helping us build a diverse and inclusive work environment for everyone

We are looking for someone with :

Must have at least one-year tenure in current position

Should not have any attendance issues or any disciplinary action

Meet job expectations and pass all performance metrics in his / her current unit

Must be expert on CM process

Trained on all CM functions for all products including training

Knowledge of the Manulife insurance product by passing the weekly tests given by the trainer

Full understanding of the Replacement terminologies

Able to ensure quality to all processed cases

Knowledge in MS Office Applications (Word, Excel, PowerPoint)

Strong technical, analytical, organizational, and problem-solving skills

High level of accuracy, attention to detail and ability to exercise flexibility and judgment

Sound product / industry knowledge

Excellent communication skills, both verbal and written

Excellent ability to handle stress with very demanding clients.

Ability to build and maintain positive relationships with external and internal clients

Excellent organizational and prioritization skills.

Technical competence to navigate through insurance terms and medical references.

Ability to work independently and / or as a team.

Critical attention to detail for functions such as entering, verifying and comparing data.

Excellent ability to handle multiple tasks and prioritize appropriately.

Willing to render overtime and report during weekends or holidays as needed

Willing to accept additional challenges and new assignments

Must be able to work on rotating shifts

On the Job you will :

Responsible for case management and processing of new insurance business applications from entry to policy issue

Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance carriers, internal resources and external vendors

Facilitates the application and underwriting process for term insurance products.

Reviews and order underwriting requirements including Attending Physician Statements and insurance medical exams

Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately

Maintains internal processing database to document work activity and communication on all assigned cases.

Proactively provide timely and informative case status, answer email inquiries about pending or prospective insurance cases to life insurance carriers

Maintains internal processing spreadsheet to document work activity and communication on all assigned cases

Follows-up with life insurance carriers on policy delivery requirements, including application amendments, health statements, premium etc.

through correspondence, to ensure policy is placed within specified timeframe

Monitors daily flow of cases and ensures that daily targets are met via the performance tracker

Our Commitment to You

Our mission; to be a part of making Decisions Easier and Lives Better

A leadership team dedicated to your growth and success

A bold ambition and set of goals to be a leader in driving transformation in our industry

Our best. Every day.

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