Associate 2

Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time

13 days 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:1. Ensures complete processing of all group life new business applications within the agreed timeline and 100% accuracy:

Checks accuracy and completeness of BCCS endorsed by Employee Marketing Team, coordinate with EM Team for inconsistencies in the documents.
Validate new business requirement and ensures completeness of the documents including AMLA. Processes Group Life new business billings within 3 working days from receipt, with 100% accuracy.
Prepares Group Life new business contracts within 5 working days from receipt of complete requirements with 100% accuracy.
Ensures proper and complete recordkeeping of new business requirements and contracts in E-group and Docuvu.
Monitors pending NB accounts with advance billing and lacking AMLA requirements

2. Facilitates group underwriting transactions following standards and procedures within the agreed timeline.

Determines, prepares, releases and monitors underwriting requirements coming from regular and renewal adjustments within 5 working days from receipt of advisory.
Schedules medical examination within 3 working days from receipt of request. Endorses and monitors cases to Underwriting within 3 working days.
Prepares and releases advisory of decision or additional requirements to client within 2 working days from receipt of file from Underwriting.
Responds to inquiries related to facilitating underwriting.

3. Prepares and releases policy amendment documents and duplicate copy of contracts within the agreed TAT.

Prepares documents related to policy level changes within 7 working days from date of endorsement.
Releases the soft copy and hard copy of amendment and ensures proper and complete recordkeeping in E-Group and Docuvu.
Retrieves, reviews and releases duplicate copy of contracts to clients within 2-3 working days from date of request.

4. Processes all types of Policy and Non-Policy related disbursements.

Applies and liquidates cash advance ensuring monthly budget availability for employee and client engagement programs.
Processes in CAS and tags in GLASS all types of policy-related disbursements within 10 working days from E-group endorsement.
Endorses physical check to another Group Administration Associate for preparation of covering letter and release

5. Facilitates and process collection related transactions

Reviews and reconciles submitted BIR 2307. Processes profile set-up changes and posts in GLASS within the agreed TAT.
Arranges schedule of check pick-up with client and CSC for preparation of advance OR. Ensures accuracy of details to be reflected in OR.

7. Attends and provides prompt response to phone and email inquiries of clients and intermediaries within the timeline indicated below. Immediately escalates cases which are beyond the authority.

Answers simple within first contact resolution; moderate within 2 days and escalates complex cases.
Updates clients and intermediaries on resolutions for escalated cases.
Acknowledges emails within 1 day from receipt and provides reply within 2 days and escalates complex cases

8. Attends to client engagement requirements such as Customer Loyalty Program and Policy Administration specific to assigned function all year round.

Prepares presentation materials and logistics for all client engagement schedules.
Reviews history of the account for possible questions/issues that would be raised outside of the agenda.
Provides report and prepares action plans after client meeting.

9. Prepares and submits regular reports with 100% accuracy following the agreed timeline.10. Completes assigned special projects for the year following agreed timeline to be set at the beginning of the year (Team Planning).

FALCON team cross training to achieve generalist role for all team members

Others

Adept in working with numbers.
Computer literate.
Good interpersonal skills; good communication skills; team player; high tolerance for stress; flexible; attentive to details.
Good attendance and punctuality record.

Job Category: Customer Service / OperationsPosting End Date: 30/12/2024

Sun Life Financial

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