Associate 2 (Client Care, Fulfillment)
Sun Life
Taguig City, National Capital Region
1d ago

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description :

Main Responsibilities / Accountabilities

  • Processes accurately and timely back-end requests from the Client Care such as Confirmation of Insurance, Various Options Letter, Duplicate ORs, Address and Contact Information Change, etc.
  • Coordinates with backend support unit to ensure technical accuracy of computations and requirements needed by the clients.
  • Coordinates with different sections and departments for email requests of policyholders requiring changes and adjustments in their policy records.
  • Logs all requests in Salesforce accurately for tracking and monitoring.
  • Maintains a monitoring system which classifies and tracks all transactions and business correspondences according to type and frequency of request or complaint and status of case resolution.
  • Participates in special projects and initiatives as may be required.
  • Attends meetings, daily huddles if any, and completes all computer-based trainings as required.
  • Education Level and Professional Qualification

  • University degree graduate
  • Work Experience

    Technical / Functional Skills and Knowledge Required

  • Knowledgeable in life insurance, VUL, pre-need and mutual funds
  • Basic knowledge on regulations related to confidentiality, security controls and disclosures on client information
  • Basic knowledge on the following systems : Ingenium, Salesforce, Prism and MF Taps is preferred
  • Must be highly client-oriented; and effective team player with high stress tolerance
  • Excellent attendance and punctuality record
  • Job Category : Call Centre

    Posting End Date :

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