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Job Description
Job Summary:
Implements branch policy-related transactions requested by internal and external clients and provides assistance to the over-all branch servicing requirements.
Primary Responsibilities:
1. Pre-underwrites new insurance policies, including encoding policy information in the admin system.
2. Appraises level of risk involved in life insurance applications with adverse medical findings or applications where medical opinions or decisions are necessary for the acceptance or rejection of insurance coverage.
3. Recommends, accepts or rejects insurance coverage within limits set by underwriting policy.
4. Responds to inquiries received via telephone, email or client interface.
5. Elevates complaints to the concerned department (with guidance/endorsement of superior) for proper resolution.
6. Ensures documentation of transactions are complete and sent for imaging on a timely basis.
7. Processes request for policy changes such as mode, beneficiary and address change.
8. Secures collection and mitigates risks of fraud through complete, accurate and timely recording in admin and collection system and timely deposit in bank.
9. Submits daily collection report to Billing & Collection Department.
10. Manages various company funds for the overall and continuing administrative operation of the branch.
11. Reports any system error and monitor status until resolved.
12. Relieves other branch operations staff in other branches.
13. Assists in the training of newly-hired team members.
14. Prepares timely reports such as new case submissions, FCR/NFCR, daily and monthly collections, and other correspondence as needed for the effective and efficient implementation of branch initiatives.
15. Participates and supports department/company initiatives to improve staff engagement
Other Responsibilities:
16. Participates and supports department/company initiatives
17. Ensures confidentiality of information careful handling of data
18. Effective record management
19. Acts as a back-up to the Branch Operations Team Leader to ensure timely and effectively delivery of day to day transactions
20. Any other duties/projects assigned from time to time, within or beyond working hours, as needed
Qualifications:
1. Pre-underwrites new insurance policies, including encoding policy information in the admin system.
2. Appraises level of risk involved in life insurance applications with adverse medical findings or applications where medical opinions or decisions are necessary for the acceptance or rejection of insurance coverage.
3. Recommends, accepts or rejects insurance coverage within limits set by underwriting policy.
4. Responds to inquiries received via telephone, email or client interface.
5. Elevates complaints to the concerned department (with guidance/endorsement of superior) for proper resolution.
6. Ensures documentation of transactions are complete and sent for imaging on a timely basis.
7. Processes request for policy changes such as mode, beneficiary and address change.
8. Secures collection and mitigates risks of fraud through complete, accurate and timely recording in admin and collection system and timely deposit in bank.
9. Submits daily collection report to Billing & Collection Department.
10. Manages various company funds for the overall and continuing administrative operation of the branch.
11. Reports any system error and monitor status until resolved.
12. Relieves other branch operations staff in other branches.
13. Assists in the training of newly-hired team members.
14. Prepares timely reports such as new case submissions, FCR/NFCR, daily and monthly collections, and other correspondence as needed for the effective and efficient implementation of branch initiatives.
15. Participates and supports department/company initiatives to improve staff engagement
Other Responsibilities:
16. Participates and supports department/company initiatives
17. Ensures confidentiality of information careful handling of data
18. Effective record management
19. Acts as a back-up to the Branch Operations Team Leader to ensure timely and effectively delivery of day to day transactions
20. Any other duties/projects assigned from time to time, within or beyond working hours, as needed
Qualifications:
- College graduate of a 4 year Business Course
- Two years or more work related experience gained from an insurance or financial services company
- Excellent customer service orientation
- Good communication and interpersonal skills
- Personal qualities of integrity, credibility and strong work ethic
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.
- Apply On Company Site //
https://jobs.manulife.com/ShowJob/Id/402584/Branch%20Operations%20Assistant%20%20%20Pagadian
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