Policy Specialist handling sensitive customer inquiries and payments at Manulife. Collaborating with teams to ensure customer satisfaction and meet performance targets in a supportive environment.
Responsibilities
Handle sensitive issues to ensure customer satisfaction
Provide detailed oral and written communication to business areas regarding inquiry resolutions
Identify customers’ needs, clarify information, research issues, and provide solutions or alternatives
Meet personal/team qualitative and efficiency targets
Apply premium payments and deposits to policies
Facilitate changes in payment mode, banking details, and pre-authorized checking
Process wire, refund, suspense clearing, premium offset and chargeback
Respond to general billing and policy change inquiries
Conduct research and histories
Requirements
Excellent verbal and written communication skills
Keen attention to detail with strong analytical abilities
Previous experience in the customer service industry
Post‑secondary education or equivalent work experience
Knowledge of Liberty Health (LH) systems is considered an asset
Experience with Health and Dental products is a strong asset
High aptitude to learn and apply information quickly
Strong interpersonal and collaboration skills
Ability to work efficiently in a fast‑paced, evolving environment
Customer‑centric mindset with a proactive, “go‑above‑and‑beyond” approach
Benefits
health, dental, mental health insurance
short- and long-term disability
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program (vacation, personal, sick days)
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