Plan Design Associate

We’re looking for a Plan Design Associate to join our Retirement Operations team at MBPS. In this role, you are responsible for reviewing the accuracy of the requirements from the clients and capturing all pertinent information into the systems based on the established guidelines and state regulations. Initiate requests for outstanding requirements and coordinates (either through email or callout) with the various New Business teams/distribution partners and client, if necessary, for the timely fulfillment of contracts or any requests.

Position Responsibilities

• Responsible for the set-up and documentation of new clients and the maintenance of existing clients. Depending on the received request, the team processes MPS Booklets, advisor change and Compensation, New Business, Discontinuance, Amendments, Repricing and Fund Rationalization, SLX Discontinuance and Amendments.
• Handle highly sensitive and heavily regulated funds
• Consistently attain the service level set by the Company
• Process and capture information to system according to established methods and procedures
• Practice good judgment in processing cases
• Perform thorough checking for every case and eliminate financial errors
• Suggest ways on how to improve the current process and team metrics
• Such other duties and functions as assigned by Operation Management
  
  

Required Qualifications

• At least two (2) years of relevant back-office experience can be in medical adjudication, claims processing, data entry or email support.
• Proficient in MS Office Applications (Word, PowerPoint and Excel)
• Bachelors Degree holders are welcome to apply.
  
  

Preferred Qualifications

• Knowledge of Group Retirement is an advantage
• Good verbal and written English communication skills
• Strong analytical and problem solving skills
• Ability to pay close attention to detail with a high degree of accuracy
• Fast Learner and can work with minimum supervision
• Strong organizational skills
• Team player
  
  

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

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