Premium Allocation Specialist

The Premium Allocation Specialist is responsible for executing and optimizing monthly billing processes across a diverse client portfolio. This role involves managing manual and automated billing tasks, ensuring data accuracy, and collaborating with internal teams to resolve discrepancies and improve operational efficiency. The analyst supports high-volume billing cycles, custom client requirements, and system testing, reporting directly to the Manager of SBA Billing Operations. Position Responsibilities: Execute monthly SBA billing tasks, including invoice generation, client-specific customizations, and portal uploads. Perform quantitative analysis to validate lives counts, investigate discrepancies, and reconcile billing data. Manage high-volume manual processes such as HCO and RES/EFAP billing, ensuring accuracy and timely completion. Collaborate with internal teams to resolve post-load failures, journal issues, and auto-upload errors. Maintain and update distribution lists, client trackers, and billing files across multiple platforms (LAN, SharePoint, MC). Support quarterly and annual billing tasks, including PAD setups, JE processing, and client-specific remittance procedures. Participate in system testing and internal training initiatives to enhance team capabilities and process knowledge. Required Qualifications: Strong proficiency in Excel, including VLOOKUP, pivot tables, and macros. Experience with billing systems such as SBA, MC, and SharePoint workflows. Proven ability to manage large data sets and perform detailed reconciliations. Excellent organizational skills and attention to detail in a fast-paced environment. Ability to work independently and collaboratively across departments. Familiarity with client-specific billing nuances and custom reporting requirements. Preferred Qualifications: In-depth understanding of Group Benefits billing processes and client management. Experience handling sensitive data and managing custom distribution protocols. Strong communication skills, both written and verbal, with a focus on client service. Ability to identify process inefficiencies and recommend automation or workflow improvements. When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. #LI-HYBRID The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Referenced Salary Location Waterloo, Ontario Working Arrangement Hybrid Salary range is expected to be between $43,875.00 CAD - $73,125.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

The Premium Allocation Specialist executes and optimizes monthly billing processes, including invoice generation and quantitative data validation. They collaborate with internal teams to resolve billing discrepancies and support system testing to improve operational efficiency.

Candidates must have strong proficiency in Excel, including VLOOKUP, pivot tables, and macros, along with experience managing large data sets. Familiarity with billing systems and excellent organizational skills are required to handle high-volume billing cycles effectively.

• Health insurance • Dental insurance • Mental health support • Vision insurance • Short-term disability • Long-term disability • Life insurance • AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee assistance plan • Retirement savings plans • Pension plan • Global share ownership plan • Paid time off • Statutory leaves of absence

• Souci du détailSouhaitée
• Microsoft ExcelSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Excel
• VLOOKUP
• Pivot tables
• Macros
• Billing systems
• SBA
• MC
• SharePoint
• Data reconciliation
• Quantitative analysis
• Invoice generation
• Client management
• Attention to detail
• Communication skills
• Process improvement
• Group benefits
• Vlookups
• Operational Efficiency
• Workplace Inclusivity
• Workflow Management
• Organizational Skills
• Time Off Management
• Information Gathering
• Microsoft Excel
• Artificial Intelligence
• Automation
• Mental Health
• Billing
• Billing Systems
• Management
• Customer Service
• Communication
• Excel Macros
• Pivot Tables And Charts
• Financial Education
• International Finance
• Invoicing
• Local Area Networks
• Operations
• Remittance
• Microsoft SharePoint
• System Testing
• Quantitative Analysis
• Detail Oriented

• Finance & Accounting
• Administrative
• Data & Analytics
• Premium Specialist
• Billing Analyst
• Accounting and Bookkeeping Clerks
• Billing and Posting Clerks

Expérience minimale

2+ ans

Postuler avant le

17 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine