Client Service Center Associate
Sun Life Financial
Quezon City, National Capital Region (Manila)
4d ago

Job Description :

Job Purpose : 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 / s at the Client Service Center.

  • 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 Center assignments, it is responsible for various sales / marketing-related tasks.

  • Major Accountabilities Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and courteous manner using the various Client Service Center applications / systems and ensuring counter service levels are met;
  • facilitates requests for processes beyond the scope of the Client Service Center; 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 Center 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 ’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.

    Performs 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
  • Coordinates and handles Proposal System / AMS related upgrades
  • Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and equipment following approved guidelines and procedures
  • Requests corporate giveaways and sales aid
  • 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 ContractsPerforms 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
  • Stress-tolerant
  • Has good work ethicsDevelopment / 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 : 29 / 08 / 2019

    29 / 08 / 2019

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