OA Plan Implementation Associate

We’re looking for an OA Plan Implementation Associate to join our Insurance Operations team at MBPS. In this role, you will play a key part in launching new plans by creating plan codes, setting up shell accounts, configuring plan‑level provisions, and building fund lineups that ensure a smooth and accurate implementation experience. You will also manage critical setup tasks such as establishing Salesforce plan contacts, verifying beneficial ownership through Accurint, and preparing all required plan forms for participant access. As a core member of the team, you’ll help drive Open Architecture transitions, collaborate closely with project managers, and provide support that keeps our implementation process running seamlessly.

Position Responsibilities

• Set up new plans by creating plan codes, accounts, contacts, fund lineups, and required plan‑level configurations.
• Verify beneficial ownership and ensure compliance through accurate Accurint research and documentation.
• Manage plan transitions, configure design provisions, and ensure all plan forms are properly generated and accessible.
• Conduct thorough platform and website testing to ensure accuracy, functionality, and a smooth client experience.
• Collaborate with internal teams, provide timely support, and maintain strong working relationships across the implementation group.
• Identify issues, recommend process and system improvements, and assist in updating procedures to enhance efficiency.
• Serve as a subject matter expert by providing training, guidance, and ongoing support to team members and new hires.
  
  

Required Qualifications

• At least 1–2 years of relevant work experience preferred; however, motivated fresh graduates are encouraged to apply.
• Bachelor’s degree preferred; candidates who are undergraduates with relevant experience are welcome to apply.
• Proficient in Microsoft Office applications, including Teams, Outlook, OneDrive, Excel, Access, and Word.
  
  

Preferred Qualifications

• Excellent time management skills with the ability to handle multiple priorities and deliver results within deadlines.
• Strong analytical mindset with exceptional attention to detail and accuracy.
• Effective written and verbal communication skills, capable of conveying information clearly and professionally.
• Highly organized, adaptable, and able to manage workload independently while thriving in a fast‑paced, constantly changing environment.
  
  

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
  
  

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Working Arrangement

Hybrid

---