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Manulife Financial

Global financial services: insurance and investments

Member Set-up Administrator 3

UnderwritingConfirmed live in the last 24 hours
Full-timeQuezon City, Metro Manila, PhilippinesNo salary listedHybrid

About the Job

Requirements

  • At least 3 years of experience in member setup administration or a related role.
  • A bachelor's degree in a relevant field or related discipline.
  • Strong attention to detail and analytical skills.
  • Proficiency in relevant systems, databases, and software.
  • Effective communication and customer service skills.
  • Strong organization and workload management skills.
  • Problem-solving, adaptability, and teamwork.

Responsibilities

  • Handle complex member setup activities, referrals, mailbox inquiries, escalations, and specialized applications.
  • Support the department by ensuring cases are accurately set up and ready for underwriting, resolving setup and benefit-related issues, and providing guidance on cases referred by Junior MSAs.
  • Process Evidence of Insurability forms, including determining whether underwriting is required and validating Client Maintenance information to ensure the member’s request aligns with the applicable plan contract.
  • Set up MedOne records for excess and late applicants.
  • Contact the PA, PMA, or AA for applications that are not in good order or require additional information.
  • Create WIT inquiries to forward EOI or Beneficiary forms and follow up with PMA when required.
  • Create RushTAT requests for PMA when applicable.
  • Process Return Mail by checking the system for an updated member address.
  • When no updated address is available, coordinate with the PA or AA to obtain the correct information and update MedOne accordingly.
  • For PA letters, create a WIT inquiry to verify the address on the system.
  • Manage the GB_Medical_Underwriting mailbox, which receives responses to MSA inquiries and inquiries from PA, PMA, AA, and RGOs, including Service Representatives, Account Executives, and Group Underwriters.
  • Review responses to determine whether sufficient information has been received to complete a pending application setup. Once complete, assign the application to an Underwriter.
  • Handle referrals from GB Medinq and Underwriters requiring MSA input.
  • Create WIT inquiries to PDS and RGOs to validate contract information when there are discrepancies in benefit structures.
  • Monitor GBMU folders to support timely handling of incoming work.
  • Create and index CSDs as required.
  • Handle escalated cases requiring additional review, coordination, or follow-up.
  • Process Overage Dependent Requiring Special Attention applications in accordance with established handling requirements.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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