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Job Title :
Sales Administration Assistant
Job ID :
Category :
Sales Group
Location :
PHL, Makati 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.

General Accountability:

This position is responsible for providing administrative support to the Sales team. The Sales Administration Assistant’s (SA) primary role is to liaise between the sales team and different Manulife/MCBL departments.

  • Provide administrative support to the sales team in the area of new business. Some of the functions include the following:
    • Daily call out to follow-up FSAs on their new business pending requirements.
    • Coordinate and follow-up with new business underwriters on all pending cases to ensure standard turn-around-time is being followed.
    • Serve as an expediter for medical requirements including Attending Physician Statements and other medical requirements.
    • Monitor the submission of all the requirements of cases issued with STO.
  • Provide administrative support to the sales team in the area of client services. Some of the functions include the following:
    • Monitor all lapsed cases and provide daily call out for the status of all lapsed cases.
    • Assist in reinstatement of cases through proper coordination with Client Services Department.
    • Assist in all Variable Life withdrawals transaction in order to ensure timely release of checks.
Other Responsibilities:
  • Facilitate the submission of Daily Collections Report to New Business for payment posting.
  • Receive all mailings from FSAs in the branches and forward documents to intended recipients.
  • Assist Area Managers and Regional Managers in report generation (attendance summary, QSL reports, zero branch report, and zero FSA report).
  • Liaise with Accounting Department for all reimbursement and liquidation (doctor’s transportation, medical reimbursements, transportation reimbursements, representation allowance and cash advance liquidation).
  • Coordinate with HR, ODS, and Marketing for all the office and marketing supplies requirements of FSA inside the branches.
  • In-charge of mailing and distribution of all business correspondents to the branches.

  • Candidate must be a college graduate from a reputable university.
  • Must have at least 2 years of work experience in any field and in an Administrative Support role.
  • Must be proficient in using Microsoft Office Tools and Lotus Notes.
  • Have an above average knowledge in using Microsoft Excel.
  • Candidate must have above average communication, organization and planning skills.
  • Willing to work on extended hours.

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.

Sales Group
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