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Policy Specialist
ManulifePolicy Specialist managing sensitive customer issues and communication related to billing inquiries. Collaborating in a supportive environment at a leading financial services group in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong verbal and written communication skills, with a keen attention to detail and analytical abilities. Possesses a customer-centric mindset and the ability to efficiently handle inquiries and resolve issues in a fast-paced environment.
Highest-signal resume keywords
Customer Service ExperienceVerbal Communication SkillsWritten Communication SkillsAttention to DetailHealth and Dental Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Inquiry ResolutionPayment ProcessingPolicy Change ManagementResearch and AnalysisPremium Payment Application
Soft Skills
Interpersonal SkillsCollaboration SkillsProactive MindsetProfessionalismAnalytical Abilities
Tools & Technologies
Liberty Health (LH) Systems
Industry Keywords
Customer SatisfactionBilling InquiriesFast-Paced EnvironmentHealth InsuranceDental Insurance
About the role
Key responsibilities & impact- Handle sensitive issues in order to ensure customer satisfaction
- Provide detailed oral and written communication to business areas regarding inquiry resolutions
- Identify customers’ needs, clarify information, research every issue and provide solutions and/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
- In charge of responding to general billing and policy change inquiries
- Conduct research and histories
Requirements
What you’ll need- 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 while maintaining professionalism
- Customer‑centric mindset with a proactive, 'go‑above‑and‑beyond' approach
Benefits
Comp & perks- health, dental, mental health, vision
- 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)
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- generous paid time off program (including holidays, vacation)