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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.
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)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Inquiry ResolutionPayment ProcessingPolicy Change ManagementResearch and AnalysisPremium Payment Application
Soft Skills
Interpersonal SkillsCollaboration SkillsProactive MindsetProfessionalismAnalytical Abilities