Premium Allocation Specialist

2 weeks ago


Waterloo, Canada Manulife Full time

**_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. _**

**Working Arrangement**

Hybrid

**The opportunity**

**Responsibilities**
- Review, analyze, interpret and validate non-complex billing and/or commissions work
- Capture applicable data, calculate, prepare and complete accounting which includes Journal Entries
- Summarize, adjust and balance and client premium statements and payments using excel to ensure accurate input on the administration
- systems
- Allocate client premium payments accurately and in a timely manner on the applicable administration systems
- Support suspense management and all financial reporting and investigation processes which may include providing direction on coding of adjustments and/or completion of required coding on applicable admin system/s
- Validate premiums in preparation for client renewals
- Reconcile financial statements to the ASO Billing system
- Interact with the Client, Underwriters, RGO’s and other CFS Staff to understand the client’s requirements or to
- resolve any billing/payment related issues including outstanding payment, billing issues
- Handling of non-complex inquiries coming from the client and/or different departments within Group Benefits
- Consistently achieving established service commitments including both individual productivity/quality goals and service standards as defined by the department's clients
- Other tasks/responsibilities as assigned/required

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.

**What we are looking for**
- Graduate of a 4-year Bachelor's Degree course preferably business/finance or other related courses
- Above average written and verbal communication skills. Ability to converse effectively using English language
- Ability to clearly understand and act on presented problem statement
- Speedy key boarding skills of at least 35 words per minute and strong attention to details
- Good organizational and time management skills with the ability to be flexible to changing environments and meet tight deadlines
- Have a basic spreadsheet skill

**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.

**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all collaborators and has a positive social and environmental impact.

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

The annual base salary for this role is listed below.

**Primary Location**

Waterloo, Ontario

**Salary range is expected to be between**

$41,025.00 CAD - $68,375.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short



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