Lead, Agency Benefits and Admin Support

General Description:

• Leads Agency Benefits and Admin Support team and activities while ensuring the delivery of high-quality service to distributors in an efficient manner i.e., within agreed turn-around time to improve distributor experience and drive engagement.

• Owns and resolves distributor issues related to benefits and admin items on time within agreed turn-around time, either through direct handling or escalation to the concerned business unit.

• Collaborates with Receivables team Advisors Account Receivables particularly from the loans program and other special incentives directly and through active participation and contribution to the Agency Receivables team.

Position Responsibilities:

Benefits

• Manages and administers the Agency benefits program which includes health insurance, group insurance, agency savings incentive, and business loans (i.e., GAMA, MDRT, PIFAAP, SUF). 

• Conducts periodic benchmarking and find areas for improvement in the Benefits Program to aide in driving an improvement in the productivity of our advisors and leaders. 

• Ensures spending on the benefits program is within allowed expense budget by regularly forecasting and monitoring expenses. 

• Analyzes regulations and ensures compliance with all controls.

• Coordinates with Sales Management Team to provide knowledge of all rules and processes.

• Maintains integrity of the records – physical documents as well as system records.

• Provides relevant reports considered necessary.

Admin Support

• Ensures admin support processes comply within service level arrangements which include IDs, office badges, calling cards, secretary codes, certification requests, bank endorsement requests, unit/branch/region name updates, NMA update, and requests for O365 emails. 

• Manages agency clearance process and ensure that each stakeholder involved in the process meets service level agreement. 

• Provides status of each advisor on qualification to incentives and rewards. 

• Ensures prompt posting of licensed advisor names in PWS. 

• Handles withholding and lifting of withholding status of each advisor in relation to the completion of mandatory courses (i.e., compliance and product courses). 

• Facilitates at least twice a year the update of advisor info in AMS. 

• Manage advisors and agency leader contracts. 

• Accepts resignation letters and coordination with Licensing on termination of advisors in AMS. 

• Manages RRR letters to agency leaders. 

• Provides relevant and prompt reports considered necessary to ensure proper management and monitoring of tasks clearances like clearances, loans, business cards, ids, receivables, etc.

• Perform tasks assigned and considered necessary by the receivables team. 

• Supports receivables team on the loan portfolio collection efforts from active and inactive advisors and prepare the necessary reports for escalation to decide on collection issues / challenges.

Required Qualifications:

• Must be a degree holder of any 4-year business-related course.

• At least 3 years of experience in Benefits Administration and Sales Support in a sales or marketing organization

Preferred Qualifications:

• Highly organized, results driven and a team-player.

• Good oral communication skills

• Good business writing skills

• Good People Management Skills

• Able to deal with people at all levels of the organization.

• Flexible and able to perform in a challenging environment.

• Possess integrity and a strong work ethic.

• MS Office Application (Excel, Word, PowerPoint)

• Document Management apps and tools are an advantage.

• Life Insurance, Sales Support and Distributor Benefits background an advantage

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit

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

Working Arrangement