Corporate Account Supervisor
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Job Location:
Makati City - Philippines
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
The Corporate Account Supervisor is our main support for the after-sales transactions of our Distribution Channels specifically the Agency Zone 2 channel. The main accountability is to achieve a policy and premium persistency of 90% 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 our service-level commitments to our clients.
Position 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 statements 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 immediate resolution to clients and agents inquiries and complaints.
Required Qualifications:
College graduate of any 4-year 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
Preferred Qualifications:
Team player
Customer service oriented
Continuous Improvement Orientation
Strong analytical skills
Excellent communication and interpersonal skills
Commitment to the job
Hardworking
Positive attitude/pleasant disposition
Meticulous and Accurate
Personal qualities of integrity credibility honesty and strong work ethic
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Required Experience:
Manager
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
