Bilingual Annuity Service Specialist
Share
Job Location:
Monthly Salary:
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
The Bilingual Annuity Service Specialist serves as a primary point of contact for Annuitants Advisors and internal business partners acting as a subject matter expert in the administration of Manulifes Annuity this role the Specialist is responsible for executing complex transactions within the Annuity recordkeeping systems processing customer-directed changes and handling escalated cases. The Specialist is expected to maintain a current knowledge of changes & upcoming initiatives that may impact business processes and supports the timely adoption of new and updated industry & product standards when appropriate.
The role also includes investigating and resolving escalated inquiries analyzing issues providing recommendations and supporting initiatives that enhance operational effectiveness and service quality. Responsibilities must be completed within established service level agreements (SLAs).
Position Responsibilities:
Act as a subject matter expert on Manulife Annuity products and related administrative systems.
Ensure annuity payments are issued accurately and on schedule meeting all client commitments.
Collaborate with Annuitants Powers of Attorney Trustees Advisors and internal teamsincluding Policy Control Call Centre and Product.
Process financial and non-financial changes as requested from clients or advisors within established timelines.
Review and validate Power of Attorney documentation to ensure proper authority is on file.
Conduct searches for missing clients liaising with family members when necessary to ensure timely payment delivery or death claim processing.
Investigate and resolve cases involving Unclaimed Property ensuring appropriate followup and documentation.
Contribute to department projects continuous improvement initiatives and special assignments.
Handle escalations from internal business partners and service stakeholders ensuring effective and timely resolution.
Support front-line teams such as the Call Centre by providing expert guidance and achieving first-call resolution where possible.
Required Qualifications:
Proven ability to deliver high-quality phone-based customer service to clients and advisors.
Previous administrative experience within a retail investments or operational environment.
Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Preferred Qualifications:
Strong understanding of Annuity and/or Structured Settlement products (asset).
Experience with Annuity payments systems - VAPS and/or APV (asset).
Strong organizational skills with the ability to prioritize in a high-volume environment and meet strict timelines.
Demonstrated investigative analytical and problemsolving abilities.
Effectively manage multiple and at times competing deadlines across a range of operational initiatives.
Flexibility and sound judgment in a dynamic environment.
Strong collaborative skills and the ability to build effective cross-department relationships.
High attention to detail and accuracy.
Ability to work effectively as part of a team.
Flexibility to work overtime based on business needs.
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.
#LI-REMOTE
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 .
Referenced Salary Location
CAN Quebec - Full Time RemoteWorking Arrangement
Salary range is expected to be between
$52650.00 CAD - $87750.00 CADEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. If you are applying for this role outside of the primary location please contact for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short- and long-term disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.
Required Experience:
IC
Key Skills
- Administrative Skills
- Time Management
- Diplomatic Skills
- Listening Skill
- Languages Fluency
- Organizational Skill
- Pressure Management
- Discipline Skills
- Communication
- Relationship Management
- Client Services
- Flexibility
- IT Skill
- Orderly Condition
- Secretarial Skill
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.
