Corporate Account Specialist

1 month ago

Makati City, National Capital Region, Philippines Manulife and John Hancock Full time

We are a prominent financial services provider dedicated to simplifying decisions and improving the lives of our customers and colleagues worldwide. From our environmental projects to our community investments, we prioritize values in all aspects of our operations. To make our team stand out, we support your growth because when team members are healthy, valued, and consistently challenged, we all succeed. Explore how you can advance your career, create an impact, and drive significant change with our Winning Team today.



Working Arrangement

Hybrid



Job Description

The opportunity

The Corporate Account Specialist plays a crucial role in supporting the after-sales transactions of our Distribution Channels, specifically Corporate Solutions (Broker and Agency), Manulife China Bank, and Partnership and Distribution (PD). The main responsibility is to achieve an 85% policy and premium persistency, ensure timely billings (initial, adjustment, modal, renewal, extension), maintain accurate member data in the database, validate member eligibility for claims verification, provide account details for review, process premium refunds, and conduct member underwriting for accounts surpassing the NEL/NML upon renewal. Close collaboration with Distributors and Business Partners is essential to meet our service level commitments to clients.


  • Prepare renewal offers for existing accounts to maintain an 85% policy and premium persistency level.
  • Reconcile member master list during renewals based on submitted vs. recorded data, making necessary billing adjustments. Perform member underwriting within Group Admin limits for accounts exceeding the NEL/NML.
  • Provide renewal details for account review, including member list, movements, premium, and claims for the policy year.
  • Verify member eligibility for claims, ensuring updated premium payments and approved coverage.
  • Generate billing statements (Initial, Adjustment, Modal, Renewal, Extension) for Group Policy Holder at the individual member level.
  • Provide prompt feedback to Distribution Partners or clients regarding member data and coverage discrepancies.
  • Prepare Policy Contracts, Certificate of Cover, and Individual Certificate of Insurance for new and renewed accounts.
  • Conduct KYC (Know Your Customer) and AML (Anti-Money-Laundering) compliance for new business and affiliates.
  • Set up policies/benefit schedules based on client proposals during new business and renewal.
  • Create policy endorsements for non-standard contract provisions and take-over accounts.
  • Accompany Account Managers and Business Development Specialists during client meetings and account reviews.
  • Process experience refunds as necessary and provide timely resolution to client and agent inquiries.
How will you create an impact?

This role will report to the Corporate Account Team Lead.


What motivates you?
  • You prioritize customer obsession, listening, engaging, and acting for their benefit.
  • You think innovatively, seeking ways to utilize an agile approach for business outcomes.
  • You excel in team environments, achieving goals collectively.
  • You take ownership, focusing on solutions that matter.
  • You uphold integrity, speaking up for what is right.
  • You contribute to a diverse and inclusive work environment, sharing your humanity.
What we are looking for
  • College graduate of any 4-year course
  • 2-3 years of Group Accounts Management experience required
  • Strong customer service orientation
  • Preferably completed Basic LOMA course
  • Proficient in MS Office, particularly MS Excel
  • Team player with a Continuous Improvement Orientation
  • Strong analytical, communication, and interpersonal skills
What can we offer you?
  • Competitive salary and benefits packages
  • Opportunities for vertical and lateral career growth to pursue your passions and acquire new skills
  • Focus on advancing your career path within the organization
  • Flexible work policies promoting work-life balance
  • Professional development and leadership prospects
Our commitment to you
  • Values-first culture: Leading with our Values daily and bringing them to life together
  • Boundless opportunity for learning and growth at all career stages
  • Continuous innovation to help shape the future of financial services
  • Fostering Diversity, Equity, and Inclusion to create an inclusive workplace where everyone thrives
  • Advocating Corporate Citizenship to build a business with positive social and environmental impact
About Manulife and John Hancock

Manulife Financial Corporation is a top global financial services group dedicated to facilitating easier decisions and better lives for individuals. With our headquarters in Toronto, Canada, we operate as Manulife across Asia, Canada, and Europe, primarily as John Hancock in the United States. We offer financial advice, insurance, wealth and asset management solutions for individuals, groups, and institutions. By the end of 2022, our workforce exceeded 40,000 employees, serving over 34 million customers. At the end of 2022, our assets under management totaled $1.3 trillion, including total invested assets of $0.4 trillion, and segregated funds net assets of $0.3 trillion. Our stock trades as 'MFC' and '945' in various global exchanges.


Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we celebrate diversity and strive to maintain an inclusive work environment that values the uniqueness of individuals and cultures. We are committed to fair practices and programs without discrimination based on various grounds such as race, religion, gender, or disability. We prioritize equal access to employment and accommodate reasonable requests during the application process to ensure a fair recruitment experience.

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