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:

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

Facilitates and process disbursement-related transactions (TRAD,VUL,MF) following standard guidelines, ensuring service level targets are met and no incident of financial loss.

Supports and participates in staff deployment to other centers, as applicable.

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.

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

Core 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

Development/Training to Support Role Competencies

New Business, Cashiering; INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.

Education and Experience 

Minimum Typical Education

Graduate of a 4-year course

Minimum Typical Experience

1.5 year experience in client service

Job Category:

Customer Service / Operations

Posting End Date:

30/07/2024

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