Legal Case Manager

Manulife Boston , MA 02298

Posted 5 months ago

Job Title :

Legal Case Manager

Job ID :

Category :

Legal & Compliance Group

Location :

Boston, MA US

Job Type :

Full Time

Posted On :

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

John Hancock's Variable Annuities and Fixed Products Operations Department is seeking a highly motivated and intellectually curious individual to assist in the handling of legal and contractual issues related to individual contracts, pension plans, and structured settlements. Four-year college degree or equivalent work experience is required.

Key Responsibilities

  • Review and appropriately handle legal documents, including powers-of-attorney; guardianships and conservatorships; trust instruments; probate appointments; third-party requests for information; and court orders.

  • Determine whether legal documents can be safely accepted by John Hancock in administering annuity contracts and fixed products. In the event of non-acceptability, draft communications to customers and their legal representatives citing the defects and how they may be cured.

  • Research U.S. state and Canadian provincial laws governing powers-of-attorney, guardianships, and conservatorships.

  • Supervise and train business staff on legal and contractual issues on an as-needed basis.

  • Correspond and speak with stakeholders, including contract owners and participants, attorneys, beneficiaries, and financial advisors.

  • Revise and improve internal workflows in the handling of legal documents.

  • Review and appropriately handle legal documents, including powers-of-attorney; guardianships and conservatorships; trust instruments; probate appointments; third-party requests for information; and court orders.

  • Identify and resolve latent, obscure and indistinct legal issues embedded within work queues; and escalate to legal counsel and management when appropriate.

  • Serve as point-of-contact for business staff on legal and contractual issues.

  • Prepares document files for review by legal counsel; draft email memoranda summarizing underlying facts.

  • Produce training materials and job aids for business staff. Maintain document and template library.

  • Search customer data bases for responsive products upon receipt of subpoenas, restraining orders and other escalated legal process. Restrict responsive products and escalate to legal counsel when appropriate.

  • Identify and provide feedback to management on operational trends, including complaints.

Knowledge and Skills

  • Strong understanding of life insurance and annuity products, experience with John Hancock products preferred.

  • Familiarity with U.S. legal systems including legal terminology (e.g. estates).

  • Precise writing skills, excellent oral communicator.

  • Ability to analyze fact patterns and exercise good judgment.

  • Intellectually curious and the ability to "issue spot."



If you are ready to unleash your potential it's time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

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