Operations Analyst
Cebu - Philippines
Job Summary
Responsibilities
- Handle ownership changes requests such as PAC BANK MODE ADDRESS and NAME changes
and other Policy Changes Payments and Disbursements will be cross trained to depend on business need and volume
- Respond to general payments policy change and disbursement inquiries
- Work on case corrections resulting from errors of previously processed Payments Policy Change and Disbursement work
- Apply premium payments and deposits to policies as applicable
- Facilitate changes in payment mode banking details and pre-authorized checking
- Process wires write-offs refund suspense clearing premium offset and dividend to premium
- Conduct billing research and histories
- Process disbursements transactions such as surrender withdrawal loans maturities stale dates and replace cheques
- Handle document review of non-conversion policy change requests
- Process basic policy change requests such as age correction addition of child protection rider simple dividend option changes smoker to non-smoker change for juvenile policies renewals decrease and deletion of coverage cost of insurance change simple quotes date of birth change (without change in age) and reinstatement that does not require underwriting
- Handle medium-complexity policy change requests such as reinstatement requiring underwriting policy change inquiries rider addition or increase of coverage smoker and health style changes for non-juvenile policies rating reconsiderations age correction and dividend option change
Qualifications
- Minimum Experience (Internal)
- At least 1-year tenure in Indexing Titles Billing/Payments Disbursements or Policy Changes as a Business Process Senior Associate
- Meeting accuracy and productivity targets in the last 6 months Technical Skills
- Minimum typing speed of 35 WPM with high accuracy
- Above-average skills in e-mail/letter business writing
- Adept in communicating via virtual platforms such as Microsoft Teams Zoom and Google Meet Soft Skills
- Above-average communication skills - written and verbal
- Above-average organizational or prioritization skills to be able to work in high-volume lanes
- Above-average level of attention to details
- Above-average problem-solving analytical and decision-making skills
- Adaptable to change
- A strong team player Product Specific Knowledge
- In-depth understanding of life insurance and living benefits Process Specific Knowledge
- Policy Maintenance related to Billing Changes Disbursements and Policy Changes
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
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.