NB Facilitating Associate
Sun Life
Taguig City, National Capital Region
2d ago

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 :

Specific Accountabilities :

  • Facilitates releasing of checks
  • Facilitates RTS (Return To Sender) checks
  • Monitors complete payment for all approved cases and refer to Underwriter for settlement
  • Facilitates request of copy of Medical Results to client
  • Returns borrowed original medical records to advisor
  • Answers all email inquiries address to Phil Follow-up and PHIL-USDFacilitators
  • Processes refund of initial premiums for applications with Reject Underwriting Decisions and cases over our retention limit of Ps30Million;
  • processes refund of overpayment and processes replacement for time-barred checks.

  • Facilitates APS payment to Doctors
  • Skills and Knowledge Required :

  • College graduate of any 4-year business course.
  • Proficient in MS Office and typing (40 wpm)
  • Abilities :

  • Use of Scanning Machines and Fax Machines : Proficient
  • Typing skills at least 40 wpm : Proficient
  • Signature Verification : Basic
  • Presentation Skills : Basic
  • Core Competencies :

  • Collaborates Effectively : Proficient
  • Communicates Confidently : Proficient
  • Focuses on the Customer : Basic
  • Takes Accountability : Proficient
  • Understands our Business : Intermediate
  • Job Category :

    Customer Service / Operations

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