Job Description
Working ArrangementPrint Office
Job Description
1. Supervision and supportrecruiting agents and office administration tasks (Monitor and support agency recruitment and other admin tasks)- Online phone calls to the office (Be the receptionist)
- Support in the preparation of MIT classes in the area (Handle logistics for MIT classes)
- Handle promotion gifts report
- Handle other admin tasks
2. Monitor and perform premium collection and disbursement task- Collect premiums from customers , collect premiums from clients, agents and collectors
- Request, print and issue corresponding receipts when collecting fees from customers (Request, print and issue receipts to clients when) collecting premiums accordingly)
- Disburse money to client according to respective DNRs
- Check for completeness and validity of documents Application form BH (Check the sufficiency and validity of application forms submitted)
3.Monitor and guide to support agency team (Monitor & conduct agency support) Guide agents admin procedures
Print and distribute Request and Print receipts for agentsPerform other tasks other administrative support (By other agency admin tasks)5. Control and make proactive calls to clients (Handle outbound calls to clients)- Welcome calls li>
- Inform client of claim result
- Randomly check contract before issuing at the request of appraisal department (Random check call to client before issuing policy )
- Contact customers according to the list from POS (Policy suspense, unsuccessful bank-transfer)
- Contact customers to inquire about mailing address and guide customers hng lm change procedure (if any) in case mails are returned (Contact clients to ask clients address and guide client to address change request (if any) in case mails are returned).
6. Other tasks- Request and delivery issue invoice to Client when Client's request )
- Ensure client's information is kept confidential at respective locations
- Comply with policies/ Company policies/regulatory/requirements are followed at respective location
- Support daily team tasks when necessary
Support work when colleagues are on leave (Back up for Colleagues)
- Ensure to complete daily work accurately and on time
- Manage assets, facilities and office expenses (Control expenses within budget and manage office property)
- Arrange and mobilize personnel in the team to ensure work well done v efficient (Arrang e and rotate BCS Representative to make daily operation smoothly)
- L representative of the main team to assist and coordinate with agent management in business management activities Act as admin representative to provide agency with good communication and support
- Perform tasks when assigned by direct management.
Other Notes: When there is a change in requirements In case of change in job assignment for BCS staff, the job description will be adjusted accordingly)
About John Hancock and Manulife John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate preeminent as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at .
One of the largest life insurances in the United States, John Hancock supports more than 10 million Americans with a broad range of financial p roducts, including , , , , and Additional information about John Hancock can be found at .
Manulife is an Equal Opportunity Employer