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Account Analyst
Account AnalystManulife Financial • Waterloo, Region of Waterloo, CA
Account Analyst

Account Analyst

Manulife Financial • Waterloo, Region of Waterloo, CA
4 days ago
Job type
  • Full-time
Job description

Overview

The International Group Program (IGP) is part of Manulife Financial and includes a global network of top life insurance companies in about 80 countries. Since 1967, IGP has provided employee benefits services like international pooling to multinational companies. Over 900 major global companies, including many from the Fortune 500, use IGP to offer benefits like retirement and risk coverage to their employees worldwide.

As part of a small and dynamic team, you will play a crucial role in reviewing policy year end reports and preparing annual reports for IGP’s Multinational Clients and their Advisors. The position involves frequent interaction with our International Network of Insurance Company Partners and internally between our departments.

The Account Analyst will be responsible for the preparation of our Client’s International Experience Reports and manages a portfolio of Clients. The role reviews Policy Year End Reports and coordinates their successful completion.

Position Responsibilities

  • Review and complete Policy Year End Reports (PYERs) in PRISM
  • Revise PYER files (Excel or PDF) as needed
  • Prepare and finalize International Experience Reports to be sent to clients
  • Correspond with Network Partners and department members to resolve PYER concerns
  • Review and complete Business Updates in PRISM
  • Prepare and send out OARs to Network Partners for settling outstanding balances
  • Prepare and complete captive reports to be shared with the client based on deadlines
  • Train new colleagues on IGP Administration duties
  • Train and support Genpact on PYER entry and PYER delivery
  • Assists in special projects

Required Qualifications

  • Excellent verbal and written communication skills in English and / or other languages, with strong attention to detail.
  • Problem solving skills, with the ability to influence decisions and support prevention of future client issues.
  • Proven analytical skills, with the ability to effectively organize, prioritize, and manage multiple tasks in a high volume environment while meeting aggressive service level expectations.
  • Collaborative teammate with the ability to work independently and contribute across business areas.
  • Typically brings postsecondary education and a basic knowledge of group insurance and pensions
  • Demonstrated passion for providing client-centric solutions
  • Strong working knowledge of Microsoft Office applications, Excel (spreadsheet) and database applications
  • Preferred Qualifications

  • Has an analytical and open mind with a good feeling for numbers and the ability to interpret numerical data effectively.
  • Excellent time management skills and the ability to work both independently and as a team player
  • Excellent oral and written communication skills
  • Adaptable and flexible in responding to deadlines on assignments and workflow fluctuations
  • Self-motivated, organized and results-oriented
  • 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.
  • If you are applying to this role in Massachusetts, please note the salary range is $46,275- $77,125 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance .

    關於宏利和恒康

    宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽 https : / / www.manulifeim.com / institutional / tw / en

    宏利是平等機會僱主

    在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

    我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡 recruitment@manulife.com。

    Salary Location

    Waterloo, Ontario

    Working Arrangement

    混合式

    Salary range is expected to be between

    $43,875.00 CAD - $73,125.00 CAD

    If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

    Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

    #J-18808-Ljbffr

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    Account Analyst • Waterloo, Region of Waterloo, CA

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