Corporate Accounts Specialist
Manulife
**The opportunity**
The Corporate Account Specialist is our main support the after sales transactions of our Agency Channel. The main accountability is to achieved a policy and premium persistency of 85%, generate billings on time (initial, adjustment, modal, renewal, extension), ensure accurate member data information are saved in the database, confirm member eligibility for claims verification, provide details for account review, process experience and unused premium refunds, and perform member underwriting for members exceeding the NEL/NML upon renewal of the account. Closely coordinate with the Distributors and Business Partners to be able to deliver to our service level commitments to our clients.
Responsibilities
+ Prepare renewal offers for existing accounts and ensure to manage his/her portfolio to maintain the 85% policy and premium persistency level.
+ Reconcile member master list upon renewal based on updated list submitted by the client vs. our record on file. Discrepancy may require adjustment billing to include, delete or adjust the coverage of the members as applicable. Perform member underwriting within Group Admin limits for members exceeding the NEL/NML.
+ Provide renewal details (member list and movements, premium and claims for the policy year) to pricing for account review.
+ Verify member eligibility for claims verification, including checking of updated premium payment and most recent approved coverage from underwriting.
+ Prepare billing statements such as Initial, Adjustment, Modal, Renewal and Extension Billing issued to Group Policy Holder. Billing statement’s granularity is up to individual member level.
+ Give timely feedback to Distribution Partners or to the clients for Direct accounts if there are discrepancies on the member data and/or coverage.
+ Prepare Policy Contracts, Certificate of Cover and Individual Certificate of Insurance for issued new business and renewed existing accounts, as applicable.
+ Conduct KYC (Know Your Customer) and AML (Anti-Money-Laundering) compliance for new business and new affiliates for existing accounts.
+ Set up policies/benefit schedule based on proposal accepted by the client during new business and renewal.
+ Prepare policy endorsements as part of the contract for non-standard contract provision, special approval from Actuarial and take-over accounts.
+ Tag along with Account Managers of Group Admin and Business Development Specialists of Sales Team for client meetings and during account review.
+ Process experience refund as applicable. Provide
+ Provide immediate resolution to clients and agents’ inquiries and complaints.
**How will you create impact?**
The role will report to the Corporate Account Team Lead.
**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 approach 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.
**What we are looking for**
+ College graduate of any 4year course
+ Requires 2-3 years of Group Accounts Management experience
+ Excellent customer service orientation
+ Preferably with Basic LOMA course taken and passed
+ Proficiency in MS Office notably MS Excel
+ Team player
+ Continuous Improvement Orientation
+ Strong analytical skills
+ Excellent communication and interpersonal skills
**What can we offer you?**
+ A competitive salary and benefits packages.
+ A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
+ A focus on growing your career path with us.
+ Flexible work policies and strong work-life balance.
+ Professional development and leadership opportunities.
**Our commitment to you**
+ Values-first cultureWe lead with our Values every day and bring them to life together.
+ Boundless opportunityWe create opportunities to learn and grow at every stage of your career.
+ Continuous innovationWe invite you to help redefine the future of financial services.
+ Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.
+ Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.
**Tentang Manulife dan John Hancock**
Manulife Financial Corporation adalah grup layanan keuangan internasional yang membantu memudahkan keputusan dan membuat hidup lebih baik bagi nasabah. Dengan kantor utama kami di Toronto, Kanada, kami beroperasi sebagai Manulife di seluruh kantor kami di Asia, Kanada, dan Eropa, serta utamanya sebagai John Hancock di Amerika Serikat. Kami menyediakan nasihat keuangan, asuransi, serta solusi manajemen kekayaan dan aset untuk individu, grup, dan lembaga. Pada akhir tahun 2022, kami memiliki lebih dari 40.000 karyawan, lebih dari 116.000 agen, dan ribuan mitra distribusi yang melayani lebih dari 34 juta nasabah. Pada akhir tahun 2022, kami memiliki $1,3 triliun (US$1,0 triliun) dalam aset yang dikelola dan administrasi, termasuk total aset yang diinvestasikan sebesar $0,4 triliun (US$0,3 triliun), dan aset bersih dana terpisah sebesar $0,3 triliun (US$0,3 triliun). Kami terdaftar dengan kode ‘MFC’ di bursa efek Toronto, New York, dan Filipina, serta ‘945’ di bursa efek Hong Kong.
**Manulife adalah Perusahaan dengan Kesetaraan Kesempatan Kerja**
Di Manulife/John Hancock, kita merayakan keragaman. Kita berusaha menarik, mengembangkan, dan mempertahankan tenaga kerja yang sama beragamnya dengan nasabah yang kita layani dan untuk mengembangkan lingkungan kerja inklusif yang menerima kekuatan budaya dan individu. Kita berkomitmen untuk melaksanakan rekrutmen, retensi, peningkatan, dan kompensasi secara adil, dan kita mengatur semua praktik dan program tanpa adanya diskriminasi. Baik itu diskriminasi karena ras, keturunan, tempat asal, warna kulit, asal etnis, kewarganegaraan, agama atau keyakinan agama, kepercayaan, jenis kelamin (termasuk kehamilan dan kondisi terkait kehamilan), orientasi seksual, karakteristik genetika, status veteran, identitas gender, ekspresi gender, usia, status pernikahan, status keluarga, disabilitas, maupun alasan lain yang dilindungi oleh hukum yang berlaku.
Menyediakan akses hubungan kerja yang adil merupakan prioritas utama kita. Seorang perwakilan Human Resources akan bekerja dengan pelamar yang meminta akomodasi yang wajar selama proses lamaran kerja. Seluruh informasi yang dibagikan selama proses permohonan akomodasi akan disimpan dan digunakan dengan cara yang sesuai dengan hukum dan kebijakan Manulife/John Hancock yang berlaku. Untuk meminta akomodasi yang wajar selama proses lamaran kerja, silakan hubungi recruitment@manulife.com .
**Working Arrangement**
Kombinasi
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