Corporate Account Supervisor
Manulife
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 statement’s 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:_**
+ We’ll empower you to learn and grow the career you want.
+ We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we’ll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
**Modalidades de Trabajo**
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