Account Analyst

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
44K-77K Annually
Entry level
Fintech • Insurance • Financial Services
The Role
The Account Analyst prepares policy year end reports and international experience reports for clients, managing a client portfolio, and requires strong analytical and communication skills.
Summary Generated by Built In

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.

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 [email protected].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

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 [email protected] 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 [email protected] for more information about U.S.-specific paid time off provisions.

Top Skills

Excel
MS Office
Prism
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The Company
HQ: Toronto, Ontario
32,427 Employees

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.
Visit www.Manulife.com to find out more.

For Manulife terms of use, please visit http://bit.ly/SM_Terms

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