Associate 2 (taytay csc)Sun 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
New Business, Cashiering; Knowledge & understanding of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.
Core Soft/Transferable CompetenciesCore 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
Responsibilities (heading) / Responsabilités (titre)1. Resolves all types of inquiries and requests at the counter in a timely, accurate, professionaland courteous manner using the various Client Service Center applications/systems andensuring counter service levels are met; Facilitates requests for processes beyond the scope ofthe Client Service Center; Coordinates with backend support unit/dept and or Sr. CC staff forrequests requiring changes and adjustments in their policy/plan records.2. Scans new business and conversion applications (SLOCPI, SLGFI, and MF) followingagreed upon guidelines/procedures using Client Service Center application systems andensuring service level targets are met.
3. Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) such asloans, cash surrender value, cash withdrawal of dividends, plan terminations, endowmentpay-outs; monitors receipt of plan termination checks, non-cash transactions, etc.ensuring service levels are met.
4. Receives and processes payments for all four lines of businesses; issues officialreceipts, and accounts for said collections on a daily basis following agreed uponguidelines, procedures, and ensuring service levels are met;5. Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and aresafekept in the Vault. Ensures replenishment when amount is to 50% depleted. Ensures WorkingFund, if any, is composed of loose bills/coins at all times to be disbursed as loose change6. Prepares various pre-formatted correspondences and facilitates client's computationrequests using various worksheets within the scope or authority limit.7. Prepares monthly reports, files confidential records, acts as backup to other Client Service Centerstaff.8. Maintains the standard Look and Feel at the Client Service Centers.9. Performs the following sales/marketing - related tasks: (one-man Client Service Center-specific)a. Prepares daily monitoring report on life, and mutual funds new businessapplications following required format for submission to Sales Channel Head.b. Distributes monthly the updated MF sales presentation materials to the licensed MFrepresentatives in the areac. Coordinates and handles Proposal System/AMS related upgradesd. Monitors, maintains and conducts monthly inventory of the ISO's supplies, forms andequipment following approved guidelines and procedurese. Posts company-related updates in the bulletin boardf. Monitors and updates promosg. Facilitates resigned agent's surrendered itemsh. Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts10. Performs the following office management tasks:a. Monitors, maintains and conducts regular inventory of office supplies, forms andequipment following approved guidelines/procedures.b. Reports equipment/furniture/premises-maintenance issues to appropriate HO unitsand facilitates resolution of problems.c. Handles and coordinates incoming and outgoing documents and materials for thethree (3) product lines.d. Prepares, coordinates and follows-up check requests and payments for various officeutilities (i.e. Telephone, Office rentals, etc)e. Coordinates logistics as required for Sunlife-initiated training and events.Job Category: Customer Service / OperationsPosting End Date: 30/12/2025
Sun Life Financial

Taytay, Rizal
Permanent
Full-time