Premium Allocation Specialist at Manulife

Location: Southwestern Ontario

Become a Premium Allocation Specialist with Manulife, ensuring timely premium payments and policy maintenance. Leverage your Excel skills in a hybrid work environment to support client accounts.

Manulife is seeking a detail-oriented Premium Allocation Specialist to manage billing modes and reinstatement applications. This role requires a Bachelor’s degree and strong knowledge of financial data analysis. You will utilize advanced Excel techniques to reconcile and balance premium statements while collaborating with clients and internal teams.

Key Responsibilities:

• Review and validate billing and commission data

• Prepare accounting entries and journal adjustments

• Summarize client premium statements using Excel

• Allocate payments in administration systems accurately

• Resolve billing issues via collaboration with stakeholders

Requirements:

• Bachelor’s degree in business, finance, or related

• Proficiency in Microsoft Excel, including advanced features

• Strong analytical and organizational skills

• Excellent written and verbal communication abilities

• Detail-oriented with accuracy in financial processing

Utilize your analytical and Excel skills to enhance client billing accuracy at Manulife.
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