new business case CoordinatorManulife - Agnes Yung

Are you looking for unlimited opportunities to develop and succeed With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
Key Accountabilities:
1. Provide direct clients with a consistent and reliable point of contact for Affinity Markets New Business & Underwriting.
2. Perform quality review of completed Underwriter's completed files to ensure the policy is settled or declined correctly, that the underwriting decision is clearly documented and processed and that the underwriter has not exceeded their approval limit, as required by internal audit guidelines.
3. Maintain regular and ongoing communication (verbal and in writing) with customers to provide proactive and customized service updates.
4. Handle outbound client calls or correspondence to follow up on outstanding requirements, to request incomplete information or to resolve complex service inquiries.
5. Reviews medical requirements and summarizes results on applicable systems.
6. Approve and implement accepted client offers that do not require further underwriting.
7. Manage pending business by reviewing pending business on a regular basis and ensures requirements are ordered/received/matched/processed in a timely fashion.
8. Manages vendor orders and handles vendor inquiries for outstanding medical requirements.
9. Update Medical Information Bureau (MIB) reporting codes and run manual MIB reports when needed.
10.Provide back up to other New Business staff.
Job Requirements:
• Post secondary graduate or related business experience
• 3+ years progressive experience in an administrative or customer service role preferably in the insurance industry
• Intermediate life insurance knowledge, working toward achieving LOMA and/or ACS designations
• Proficient in using Microsoft Office Suite, New Business Mainframe systems (including NBUS, CAPSIL, LH), and AWD Imaging system with proficient keyboarding skills
• Good knowledge of Affinity products and functions handled in New Business and Underwriting, and various distribution channels with differing communication modes
• Good understanding of new business and underwriting shared standard operational guidelines, workflows, standards and processes
• Able to handle high work volumes, multiple priorities, short deadlines and multi-tasking
• Attention to detail, resourceful to investigate unclear or incomplete instructions and requests
• Effective organizational and prioritization skills; able to change priorities quickly when required
• Excellent written and verbal communications - clear, concise, confident, customer focused, tactful communications
• Good interpersonal skills; positive attitude; sensitivity to confidential client information; responsiveness to customer issues or queries;
• Able to effectively handle escalating calls while maintaining a professional demeanor and taking ownership of resolution of such issues until, if needed, they are reassigned
• Able to make decisions within published guidelines; to identify problems and to discern when to refer call or issue to a senior staff member or management
Key Problems/Challenges:
• Building and maintaining positive relationships and communications with direct clients
• Recognizing various distribution channels, appropriate level of communication, and detail to be shared at each point of contact
• Working with staff in remote locations
• Some overtime may be required
• Ability to work independently as well as co-operatively within a team.
• Working with multiple products (current and prior), lines of business, systems and sponsor processing and underwriting requirements
Scope:
• First level contact for general New Business and underwriting inquiries from our key brokers, sponsors, direct customers and internal customers (Marketing, Relationship Managers, Broker Support)
• Quality reviews the processing of completed files of junior to senior underwriters who are underwriting up to $5,000,000 of Term Life and up to $10,000 of Income Replacement and Business Overhead insurance
• Closing files will generate premium refunds and approving accepted offers will generate a contract and initiate premiums.
• Communicating sensitive financial or medical information to clients in accordance with PIPEDA guidelines
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 make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 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 155 years. We trade as MFC on the Toronto, New York, and the Philippine stock exchanges and under 945 in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. 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 any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

New Business Case Coordinator
Manulife - Agnes Yung
Philippines
3-6 years
Not Specified