Bancassurance Digital Platforms Specialist

2 weeks ago


Makati City, National Capital Region, Philippines Manulife Insurance Malaysia Full time

Bancassurance Digital Platforms Specialist page is loaded

Bancassurance Digital Platforms Specialist Apply locations Makati City time type Full time posted on Posted Yesterday job requisition id JR

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The role of the Digital Platforms Specialist for MCBL is to serve as the subject matter expert in proper utilization of the sales tools. The incumbent shall ensure that the Leads and Sales Fulfillment Platforms remain relevant and useful to its end-users. He/She is expected to work closely with MCBL and Manulife Philippines colleagues as well as counterparts in China Bank to increase adoption of the tools for a more seamless and efficient day to day transactions to improve internal and external customer experience.

Responsibilities:

  • Serve as the platform expert and shall monitor utilization and adoption of the tools assigned
  • Attend regular cadence with platform owners/workstreams to align on initiatives & enhancements
  • Create a roadmap on what system/platform enhancements need to be done and closely monitor progress
  • Work closely with Sales, IT, QA and other stakeholders on business requirements and user stories
  • Participate in User Acceptance Testing for new builds and system improvements
  • Regularly seek feedback on platform experience from users and spearhead initiatives to increase take-up /utilization/adoption.
  • Prepare reports, communicate and present key insights, initiatives, and results to stakeholders to show overall progress on digital leads management and sales fulfillment platforms
  • Collaborate with regional and global colleagues to learn best practices and adapt digital solutions implemented in other Manulife markets
  • Continuously monitor and communicate industry and competitive trends in digital enablement, particularly for bancassurance and be an advocate for digital enablement across the MCBL

Skill Set and Competencies

  • Demonstrates passion and understanding of how digital innovation and technology can support sales enablement, business growth, and operational efficiency
  • Ability to translate business goals into digital solutions and initiatives in collaboration with the team members and partner stakeholders
  • Critical Thinking and Strategic Mindset that considers the overall needs and objectives of the customer, the business, and the bank partner
  • Collaborates effectively with the team as well as internal, and external stakeholders while not afraid to constructively challenge current ideas and ways of thinking to better the business
  • Possesses a sense of ownership, accountability, and commitment to the work being developed and delivered
  • Comfortable with fast changing technology trends and evolution of strategic priorities and needs of customers, the business, and our partners
  • Entrepreneurial Mindset that seeks out new opportunities and embraces change

Key Results Area:

  • Adoption and Utilization of digital tools and platforms (Leads Management and Sales Fulfillment Platforms)
  • Sales Growth and Operational Efficiency as a result of Digital Tools Enhancements and Improvements

Experiences and Qualifications:

  • Bachelor's Degree Holder with at least 5 years relevant experience, preferably in insurance, banking and / or fintech.
  • Project management experience, preferably with digital and technology initiatives
  • Human Centered Design (HCD) and Agile experience would be an advantage
  • Insurance industry experience is preferred but not required
  • Data driven in making decisions and crafting strategies to rollout digital initiatives
  • Must have very strong written, verbal and presentation communication skills

About Manulife and John Hancock

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 Asia, Canada, 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 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). 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

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 .

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We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers.

We're proud of our accomplishments and recognitions. Recent awards include:

  • Best Place to Work in Asia-Pacific 2022
  • Best Place to Work for LGBTQ Equality 2022

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Discover how you can grow your career, make impact and drive real change with our Winning Team today at .

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