About this role
Role Overview
- Support onboarding and underwriting of new cases, including setup of firm/representative compensation and fee structures; ensure timely processing of individual and bulk payments
- Review and validate all documentation for compliance with John Hancock Retirement Plan Services guidelines and applicable federal/state regulations
- Assess agreed pricing against plan specifications; determine if additional client documentation is required due to pricing or representative changes
- Identify compliance issues, recommend resolutions, and escalate to management/internal partners as needed; proactively follow up on incomplete/non-compliant items
- Build and maintain strong relationships with internal and external stakeholders by responding to inquiries (phone/email), providing updates on case submissions, and supporting firm-level activities (mergers, acquisitions, transfers)
Requirements
- College/university graduate in a medical or health science field; underwriting or life insurance experience preferred but not required
- At least one year tenure in current role (for internal candidates), with no attendance issues or disciplinary actions
- Meets job expectations and passes all performance metrics in current unit
- Proficient with job-specific applications and Microsoft Office
Benefits
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.