MBPS

ThirdPartySupportAnalyst

Lapu Lapu City FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Third Party Support Analyst at MBPS. Support onboarding and underwriting of new cases. Setup of firm/representative compensation and fee”

Industry & Context.

Problems you'll solve

analytical/critical thinking; decision-making; problem-solving

What They're Looking For.

Must Have

2–3 years of calls experience in a voice-based/customer-facing role, Proficient with job-specific applications and Microsoft Office, College/university graduate in a medical or health science related

Nice to Have

Underwriting experience or working in a Life Insurance company, communication skills (verbal/written), customer-centric mindset, able to work independently and in teams with a positive, accountable attitude, Excellent organization, analytical/critical thinking, decision-making, and problem-solving, attention to detail and compliance-minded, Ability to multitask and prioritize in a fast-paced environment while meeting service standards for quality, fast learner and adaptable to change, Proficient typing/keyboarding, demonstrates initiative for continuous learning and accepts new challenges (extra-miler)

What You'll Do.

Support onboarding and underwriting of new cases

Setup of firm/representative compensation and fee

Ensure timely processing of individual and bulk payments

Review and validate all documentation for compliance

Assess agreed pricing against plan

Determine if additional client documentation is required

Identify compliance issues

Recommend resolutions

Escalate to management/internal partners

Follow up on incomplete/non-compliant items

Respond to inquiries (phoneail)

Provide updates on case submissions

Support firm-level activities

How You'll Work.

Team & Collaboration

Build and maintain relationships with internal and external stakeholders; Work with partners to ensure that documentation submitted can be processed; Provide assistance with other elements of our product(s); Able to work independently and in teams

Communication Scope

verbal/written

Full Job Description

_We’re looking for a**Third-Party Support Analyst** to join our Retirement Operations team at MBPS. In this role, you are responsible for the planning, administering, executing and communicating information to our advisor and third-party administrator partners. This role maintains and updates records and databases in accordance with prescribed formats and system requirement. This role also works with partners to ensure that documentation submitted can be processed and may periodically be required to perform walkthroughs of our website or provide assistance with other elements of our product(s). This is a customer facing role._ **Position Responsibilities:** * 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) **Required Qualifications:** * External: 2–3 years of calls experience in a voice-based/customer-facing role. * Internal: At least 1 year tenure in current role, 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. * College/university graduate in a medical or health science related field; **Preferred Qualificatio

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