Policy Admin Senior Specialist
Makati City - Philippines
Job Summary
The Policy Admin Specialist provides administrative support to internal and external customers (policyholders partners and distributors) who request policy admin-related transactions and inquiries. Ensures that customer transactions are done within turnaround time (TAT).
The main role includes handling and processing of after-sales transactions providing resolution to any issues/discrepancies that may arise related to policy changes and adhering to established procedures and policies set by the Company. Additionally the role may also support other policy admin-related transactions such as training and customer retention transactions and inquiries.
Position Responsibilities:
- Handling of company initiated and client-initiated policy change requests such as preparation of documents and certifications Review and preparation of reports unit-linked related transactions and others.
- Handling of client-initiated conservation related requests or process.
- Processing of policy changes and the written procedures (SOP) when enforcing adjustments to ensure accurate policy information.
- Deals with policyholders and agents (client interfaceoral and listening skills necessary and through correspondence) in response to various policy inquiries and other related transactions.
- Email handling. Able to give answers to inquiries on products interest rates policy values and other policy information.
- Able to give ready answers to inquiries on products interest rates policy values and other policy information.
- Knows the processes and systems to be able to handle verification of details responding to questions and clarifications.
- Collaborates and liaises with other units to ensure the correct results of customer request within the agreed turn-around time
- Promptly reports any error/issues or concerns that could impact the process and request of the clients
- Ensure that processes are in accordance with the companys guidelines and procedures.
- Able to attend to other transactions such as Disbursement request and Bridger Checking
- Solve advanced problems beyond the standard procedures.
- Contribute to process improvement and own outcomes that resulted from the changes made.
- Provide training not only to the Policy Admin. but to other units as well that needs knowledge of Policy Owner Services process and transactions.
- Render review and coaching sessions to members of the team.
- Act as a Subject Matter Expert on Policy Owner Services transactions and participate in product initiations system improvements UATs and projects discussions on behalf of the team.
Required Qualifications:
- Related insurance qualifications would be an advantage
- 3-5 years of professional experience in the Life Insurance industry
- Certificate in Life Insurance or Diploma in Life Insurance would be an advantage
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:
Senior 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.