Annuity Services Coordinator
Manila - Philippines
Job Summary
Were looking for an Annuity Services Coordinator to join our Insurance Operations this role you will serve as a key point of contact for the day-to-day administration and maintenance of annuity contracts. This role is responsible for delivering a superior customer experience by responding to client and advisor inquiries processing non-financial transactions and ensuring requests are handled accurately and efficiently within established service level agreements (SLAs).
Position Responsibilities:
Provide support relating to Manulife Annuity products VAPS/APV & related systems and processing non-financial transactions including but not limited to the following:
Respond promptly and professionally to inquiries from clients advisors and internal business partners via telephone email and other communication channels.
Deliver accurate information and effective resolution of inquiries while maintaining a high level of customer service.
Support service partners and contact centre teams by contributing to First Call Resolution (FCR) objectives.
Process non-financial annuity transactions accurately and within established service standards supporting keying and verifying of coding forms.
Maintain and update back-office systems with complete and accurate information in a timely manner.
Support and process requests related to the Verification of Annuity Program (VOA).
Review incoming work and assign cases to the appropriate queues and specialists based on complexity priority and business requirements.
Monitor and manage work distribution to support operational efficiency and service commitments.
Consistently meet departmental performance metrics related to quality accuracy productivity and service excellence.
Required Qualifications:
13 years of experience in life insurance annuity claims investment operations death claims adjudication customer service or a related financial services environment.
Must have at least 6 months of call center experience.
Bachelors degree in business administration Finance Accounting Insurance or a related field preferred.
Amenable for fixed night shift schedule
Preferred Qualifications:
Prior administrative experience within a retail investments operational environment
Strong understanding of Annuity and/or Structured Settlement products
Expertise with VAPS and/or APV (considered an asset)
Ability to organize & prioritize work in a high-volume area and adhere to strict timelines
Proven problem-solving skills with an ability to be resourceful in identifying issues and solutions
Excellent communication skills both written and oral
Excellent collaborative skills
High attention to detail and accuracy
Ability to work effectively as part of a team
Flexibility to work overtime based on business needs
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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
Required Experience:
IC
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.