Client Service Center Associate
Sun Life Financial
Quezon City, National Capital Region (Manila)
3d ago

Job Description :

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

  • Receives payments in cash, cheque or credit card payments and issues Official Receipt or Provisional Receipts as appropriate, ensuring timely crediting to the policy / plan / investments following standard procedures.
  • Receives and checks for completeness, New Business and conversion applications and performs related backend procedures within turnaround time.
  • Responds to policy, investment and plan-related inquiries at the counter or as called for, through email / telephone, ensuring prompt and professional assistance to client at all times and ensuring all service levels are met.
  • Facilitates / processes disbursement-related transactions (SLOCPI, SLAMC, SLFPI, SLGFI) such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-
  • outs; monitors receipt of plan termination checks, non-cash transactions, etc. ensuring service levels are met.

    Preferred skills (heading) / Compétences particulières (titre )

  • Good customer service skills
  • Good communication skills,
  • Flexible
  • Qualifications (heading) / Compétences (titre)

  • College graduate of any Business, Computer or related courses.
  • With at least 1 year work experience
  • Responsibilities (heading) / Responsabilités (titre)

  • Receives payments in cash, cheque or credit card payments and issues Official Receipt or Provisional Receipts as appropriate, ensuring timely crediting to the policy / plan / investments following standard procedures.
  • Receives and checks for completeness, New Business and conversion applications and performs related backend procedures within turnaround time.
  • Responds to policy, investment and plan-related inquiries at the counter or as called for, through email / telephone, ensuring prompt and professional assistance to client at all times and ensuring all service levels are met.
  • Facilitates / processes disbursement-related transactions (SLOCPI, SLAMC, SLFPI, SLGFI) such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-
  • outs; monitors receipt of plan termination checks, non-cash transactions, etc. ensuring service levels are met.

    Job Category :

    Customer Service / Operations

    Posting End Date : 29 / 08 / 2019

    29 / 08 / 2019

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