IGP Account Coordinator

Manulife is a leading international financial services provider, and they are seeking an IGP Account Coordinator to join their team. The role involves preparing international (re)insurance proposals and annual reports for multinational clients, requiring frequent interaction with clients and insurance partners.

Responsibilities

• Prepares proposals, including analysis of quotations submitted by Network Partners, review of plan specifications, and preparation of benefit and cost summaries and Second Stage Accounting Exhibits with appropriate explanatory notes
• Communicates orally or in writing with clients, brokers, Network Partners and department members to clarify and resolve questions, concerns, or requests regarding client cases and extension sales
• Prepares IGP Second Stage Accounting Exhibits to accompany IGP proposals, in accordance with the expenses and risk formulas in the IGP Operating Guide
• Prepare Second Stage Accounting exhibits as well as to check the accounting Policy Year End Reports
• Conducts research as required by clients, brokers, or department members with respect to Social Security systems, labor codes, and private employee benefit practices, in more than 50 countries around the world
• Assists on special assignments for key IGP accounts, including multi-country pooling exercises. Collects data, compiles reports, communicates with Network Partners, etc
• Prepares Administrative Data Reports for client cases, including preparation of Second Stage Accounting and details of special arrangements involving the case (i.e. Business Updates)
• Addresses any concerns regarding the experience reports with the Network Partners. Prepares a cover letter reflecting experience and key issues for the client
• Assists in logistical arrangements and special projects

Skills

• A basic knowledge of group insurance and pensions is essential
• Demonstrated passion for providing client-centric solutions
• Propensity to work collaboratively, within team and with members of other teams
• Strong working knowledge of spreadsheet and database applications
• 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

Benefits

• 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
• Various 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 in Canada includes holidays, vacation, personal, and sick days
• Full range of statutory leaves of absence

Company Overview