New Business APP Checker
Sun Life Financial
Makati, Manila
2d ago

À la Financière Sun Life, nous travaillons ensemble, nous partageons les mêmes valeurs et nous encourageons la croissance et la réussite.

Nous offrons divers parcours de carrière qui requièrent une grande variété de talents et de compétences. Empruntez le parcours qui vous fera briller.

Description de poste :

Role : New Business App Checker

Role Summary

The position is responsible for reviewing the completeness of all New Business application forms submitted by the assigned NBO to CSC.

Specifically, ensuring all fields in the application forms are complete according to the agreed standards and TAT before submission to NB for scanning.

This role reports to the Supervisor of NB Review Team.

Main Responsibilities

  • Ensures basic mandatory requirements are complete*
  • Ensures all questions on the application are answered
  • Rejects incomplete NB applications and inform advisors outright on the incomplete / incorrect information on the form.
  • Reports status of processed applications to the Supervisor
  • Minimum typical education

    At least 2 years College education or have completed a Certificate 2-year program

    Basic Competencies :

  • Attention to Details
  • Quick Learner
  • Communicates Confidently
  • Focuses on the Customer
  • Takes Accountability
  • Training to support Role Competencies : Technical training on NB app, and Coaching from Supervisor

    Catégorie d'emploi :

    Service clientèle / Opérations

    Fin de l'affichage : 29 / 11 / 2019

    29 / 11 / 2019

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