NB Review Associate (Casual)
Sun Life
Taguig City, National Capital Region
2d ago

Job Description :

  • 1. Reviews printed copy of policy contracts / e Contracts; verifies details against underwriting decision if data were correctly encoded;
  • calculates manually for any discrepancy on the decision of underwriter vs policy contracts details; checks the information of the policy;
  • ensures that the premiums are correct and contract pages are complete.

  • 2. . Responds to New Business (TRAD / VUL products) related to walk-in client’s and agents queries as appropriate; answers (phone / e-mails / SMS) in a timely, accurate and courteous manner;
  • investigates complaints received from client / agent and suggests alternative solution to Manager.

    3. Handles adjustment of records in Ingenium of underwriting cases to reflect changes requested after Auto Appraisal

    4. Processes refunds of overpayments, bounced check, Not taken up(NTU), Not proceeded with (NPW); handles refund of initial premium and charge agent for NPW / NTU fees

    Role-Specific Competencies :

  • App entry, INGENIUM, IUM, WMS, CAS, AGIS : Proficient
  • Forms, policy contracts, product features, Sales Hierarchy, NB processing flow and their relationship with other departments : Proficient
  • The Different NB Systems : Basic

  • Typing Skills at least 40 wpm : Proficient
  • Signature Verification : Basic
  • Speedy Issue Guidelines Concepts : Proficient
  • Nonmedical Aspects of Underwriting (Occupation, Foreign Residence, Lifestyle, etc.) : Basic
  • Legal Aspects of Underwriting : Basic
  • Core Competencies :

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