The Bilingual Annuity Service Specialist serves as a primary point of contact for Annuitants, Advisors and internal business partners, acting as a subject matter expert in the administration of Manulife’s Annuity products. In this role, the Specialist is responsible for executing complex transactions within the Annuity record‑keeping systems, processing customer-directed changes, and handling escalated cases. The Specialist is expected to maintain a current knowledge of changes & upcoming initiatives that may impact business processes and supports the timely adoption of new and updated industry & product standards when appropriate.
The role also includes investigating and resolving escalated inquiries, analyzing issues, providing recommendations, and supporting initiatives that enhance operational effectiveness and service quality. Responsibilities must be completed within established service level agreements (SLAs).