Associate 2 (client service center) - dagupanSun Life Financial

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job description (heading) / Description du poste (titre)
The position is responsible for the accurate and timely processing of all types of payments, and resolving or facilitating of all types of inquiries and requests, from walk-in clients at the Client Service Centers.
It is accountable for ensuring that daily collections are properly accounted for, reported, and deposited within company standards; the proper safekeeping of all cash and check collections, working change, petty cash fund, provisional receipt booklets and official receipts.
It is responsible for performing various office management tasks; for one-man Client Service Centers assignments, it is responsible for various sales/marketing-related tasks.
Preferred skills (heading) / Compétences particulières (titre)
Specialized Knowledge/Skills
Core Professional/Technical Competencies Required:
New Business, Cashiering; Knowledge & understanding of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.
Core Soft/Transferable Competencies
Collaborates effectively
Communicates confidently
Focuses on the client
Takes accountability
Understands our business
Adaptable to change
Flexible
Honest
Has integrity
Stress-tolerant
Has good work ethics
Qualifications (heading) / Compétences (titre)
Minimum Typical Education
Graduate of a 4-year course
Minimum Typical Experience
1.5 year experience in client service
Responsibilities (heading) / Responsabilités (titre)
Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and
courteous manner using the various Client Service Centers applications/systems and ensuring
counter service levels are met; facilitates requests for processes beyond the scope of the
Client Service Centers; Coordinates with backend support unit/Dept. and or Sr. CC staff for
requests requiring changes and adjustments in their policy/plan records. * Scans new business and conversion applications (TRAD,VUL, MF and PN) following agreed upon guidelines/procedures using Client Service Centers application systems and ensuring service level
targets are met * Receives and processes payments for all three lines of businesses; issues official receipts, and
accounts for said collections on a daily basis following agreed upon guidelines, procedures, and
ensuring service levels are met; handles Petty Cash Fund disbursement and replenishment, as applicable * Prepares various pre-formatted correspondences and facilitates client's computation requests using various worksheets within the scope or authority limit.
Handles Petty Cash Fund disbursement and replenishment.
Participates in special projects and initiatives as required. Perform the following sales/marketing
- related tasks: (one-man Client Service Center- specific) * Prepares daily monitoring report on life, pre-need and mutual funds new business applications
following required format for submission to Sales Channel Head * Distributes monthly the updated MF sales presentation materials to the licensed MF representatives
in the area * Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts
Performs the following office management tasks:
Monitors, maintains and conducts regular inventory of office supplies, forms and equipment
following approved guidelines/procedures. * Reports equipment/furniture/premises-maintenance issues to appropriate HO units and
facilitates resolution of problems. * Prepares, coordinates and follows-up check requests and payments for various office
utilities (i.e. Telephone, Office rentals, etc.) * Monitors, maintains and conducts monthly inventory of the ISO's supplies, forms and equipment
following approved guidelines and procedures * Posts company-related updates in the bulletin board
Monitors and updates promos
Facilitates resigned agent's surrendered items
Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts
Performs the following office management tasks:
Monitors, maintains and conducts regular inventory of office supplies, forms and equipment following approved guidelines/procedures.
Reports equipment/furniture/premises-maintenance issues to appropriate HO units and facilitates resolution of problems.
Handles and coordinates incoming and outgoing documents and materials for the three (3) product lines.
Prepares, coordinates and follows-up check requests and payments for various office utilities (i.e. Telephone, Office rentals, etc)
Coordinates logistics as required for Sunlife-initiated training and events.
Job Category: Customer Service / Operations
Posting End Date:
Sun Life Financial

Dagupan City, Pangasinan
Permanent
Full-time