Policy Accounting Associate
Sun Life Financial
Taguig, Manila
3d ago

Job Description :

Policy and Plan Accounting Associate

Job description (heading) / Description du poste (titre)

The position is responsible for the timely and accurate recording of collections and other payment partners to the client’s record.

The incumbent is likewise responsible for preparing accurate reports and resolving simple collections-related requests from clients, or as referred to via phone, email / letter from Client Service Centers, Client, Claims and other departments.

Preferred skills (heading) / Compétences particulières (titre )

  • Must possess good interpersonal and customer service skills.
  • Highly analytical with effective oral and written communication skills.
  • Acknowledge the importance of quality at work. Takes accountability and with high stress tolerance.
  • Well-developed prioritization and time management skills
  • Ability to work in a collaborative, team oriented environment
  • Interest in learning about the financial services industry
  • Knowledge of different life insurance and pre-need products
  • Prepared all the time to take over new responsibilities and projects
  • Qualifications (heading) / Compétences (titre)

    College / University graduate in any 4 years business related course

    Responsibilities (heading) / Responsabilités (titre)

  • Handling of SLFPI group payments
  • Handling of SLGFI worksite payment
  • Monitoring of receipt of ADA forms and preparation of transmittal
  • Review of non-ADA reports
  • Handling of refund of overpayment and service fees
  • Job Category :

    Customer Service / Operations

    Posting End Date : 29 / 11 / 2019

    29 / 11 / 2019

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