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Job Title :
PERA Associate
Job ID :
Category :
Location :
PHQC-Manulife Building, Quezon City PH
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations. 

Job Description Summary 

The PERA Associate will primarily be responsible for setting up PERA Accounts and the other process. It will also support the Sales & Distribution teams in Toronto and in the Field. Supporting tasks require strong RPS business knowledge, strong communication skills, as well as stellar accuracy and attention to detail.

Key Accountabilities:

  • Complete requests from the Sales Administrator for ACRs (Annual Contract Reviews) resulitng in both.
  • Pper and PDF formats, as well as follow-up for missing information when required.
  • Complete requests from the field to build reports on the ICWeb system, as part of the Sales Opportunity process.
  • Complete requests for the Regional Account Managers for Inforce Plan Information Requests/Plan
  • Demographics, utilizing JH Websites and Mainframe Record keeping systems.
PERA (Plan expense Ration Account)
  • Set-up PERA accounts on PERA database for New and Inforce plans
  • Process PERA Allocations and Disbursments from the PERA system.
  • Manage the creation of informational SILs for PERA contracts Plan Year End action plans.
  • Manage the production of PERA statements via remote printing.
  • Resource for inquiries/requests concerning PERA account balances, statenebts, distributions, etc.
  • Contribute to the department’s service quality and workflow improvements by identifying barriers, monitoring trends,  and recommending improvements/solutions.

Minimum Skills Requirement to Hire:

  • College/University graduate.
  • Candidate must meet job expectations and pass all performance metrics in his/her current unit
  • Strong attention to detail accuracy, problem solving and independent thinking, with strong analytical skills.
  • Ability to set / balance priorities to handle peaks / fluctuating loads.
  • Identify inconsistencies, omissions and errors, handle multiple tasks, and meet deadlines in a high volume, dynamic environment
  • Ability to discern and appreciate how his/her work will impact sales opportunities and well as existing clients
  • Ability to develop and maintain strong, productive relationships with internal business partners / clients by demonstrating excellent interpersonal and communication skills (both written and verbal)
  • Ability to gather and consolidate confidential data from various sources while maintaining client and issue confidentiality.
  • Ability to work independently or in a team environment, as required by the assigned task
  • Customer focused, flexible and adaptable to rapidly changing priorities, remaining calm under pressure
  • Demonstrated strong attention to detail
  • Demonstrated understanding of the “big picture” to enable sound decision making, trends identification, and solution recommendations
Technical Skills
  • Knowledgeable of Microsoft Office (Word, PowerPoint and Excel)
  • Knowledgeable in basic operations of other office tools
About Manulife 

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers. 

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. 

Manulife is committed to supporting a culture of diversity and accessibility across the organization.   It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially. 
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