Associate 2 (Legazpi CSC)

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:

Job description (heading)

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 (SLOCPI, SLGFI, and MF) following agreed upon guidelines/procedures using Client Service Center application systems and ensuring service level targets are met.

Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) 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.

Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are safekept in the Vault. Ensures replenishment following Finance turnaround time. Ensures Working Fund, if any, is composed of loose bills/coins at all times to be disbursed as loose change

Prepares various pre-formatted correspondences and facilitates client’s computation requests using various worksheets within the scope or authority limit.

Prepares monthly reports, files confidential records, acts as backup to other Client Service Center staff.

Maintains the standard Look and Feel at the Client Service Centers.

Performs the following sales/marketing – related tasks: (one-man Client Service Center- specific)

Prepares daily monitoring report on life, 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

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 Contracts

Performs 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.

Preferred skills (heading)

Technical skills and operation management skills

Honest, hardworking and a team player

Qualifications (heading)

Graduate of 4-year course

Responsibilities (heading)

Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and courteous manner .

Scans new business and conversion applications (SLOCPI, SLGFI, and MF) following agreed upon guidelines/procedures using Client Service Center application systems and ensuring service level targets are met.

Process payments on all line of businesses ( SLOCPI,SLGFI, SLFPI and SLAMCI)

Job Category:Customer Service / Operations

Posting End Date:30/12/2025

JR00114745