Were looking for a Plan Design Associate to join our Retirement Operations this role you are responsible for reviewing the accuracy of the requirements from the clients and capturing all pertinent information into the systems based on the established guidelines and state regulations. Initiate requests for outstanding requirements and coordinates (either through email or callout) with the various New Business teams/distribution partners and client if necessary for the timely fulfillment of contracts or any requests.
Position Responsibilities:
Responsible for the set-up and documentation of new clients and the maintenance of existing clients. Depending on the received request the team processes MPS Booklets advisor change and Compensation New Business Discontinuance Amendments Repricing and Fund Rationalization SLX Discontinuance and Amendments.
Handle highly sensitive and heavily regulated funds
Consistently attain the service level set by the Company
Process and capture information to system according to established methods and procedures
Practice good judgment in processing cases
Perform thorough checking for every case and eliminate financial errors
Suggest ways on how to improve the current process and team metrics
Such other duties and functions as assigned by Operation Management
Required Qualifications:
At least two (2) years of relevant back-office experience can be in medical adjudication claims processing data entry or email support.
Proficient in MS Office Applications (Word PowerPoint and Excel)
Bachelors Degree holders are welcome to apply.
Preferred Qualifications:
Knowledge of Group Retirement is an advantage
Good verbal and written English communication skills
Strong analytical and problem solving skills
Ability to pay close attention to detail with a high degree of accuracy
Fast Learner and can work with minimum supervision
Strong organizational skills
Team player
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:
IC
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.