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Manulife Financial

Global financial services: insurance and investments

Member Set Up Administrator

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

About the Job

Requirements

  • Fresh graduates are welcome to apply.
  • A bachelor's degree is required; at least 1 year of relevant back-office experience, such as data entry, document processing, or administrative support, is preferred.
  • Basic proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint.
  • Familiarity with web browsers and common business applications.
  • Ability to compose grammatically correct, clear, and concise written communication.
  • Minimum typing speed of 35 words per minute with high accuracy.

Responsibilities

  • Process Evidence of Insurability forms, determine whether underwriting is required, and validate 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 Plan Administrator, Plan Member Administrator, or Admin Advantage for applications that are not in good order or require additional information.
  • Create WIT inquiries to forward Evidence of Insurability or Beneficiary forms and follow up with the Plan Member Administrator when required.
  • Create RushTAT requests for the Plan Member Administrator when applicable.
  • Process return mail by checking the system for an updated member address.
  • When no updated address is available, coordinate with the Plan Administrator or Admin Advantage to obtain the correct information and update MedOne accordingly.
  • For Plan Administrator letters, create a WIT inquiry to verify the address on the system.
  • Manage the Group Benefits Medical Underwriting mailbox, which receives responses to MSA inquiries and inquiries from Plan Administrators, Plan Member Administrators, Admin Advantage, 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, then assign the completed 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 Over-age Dependent Requiring Special Attention applications in accordance with established handling requirements.

Desired Qualifications

  • Strong attention to detail and the ability to accurately review, validate, and maintain member information and documentation.
  • Good technical and analytical skills, including proficiency with systems, databases, and data validation.
  • Effective communication and customer service skills when working with members, stakeholders, and cross-functional teams.
  • Strong organizational and problem-solving skills, with the ability to prioritize multiple tasks, identify discrepancies, and resolve issues appropriately.
  • Adaptability and collaboration, with the ability to work effectively in a dynamic environment and contribute positively to team goals.

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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