Associate 2

2 weeks ago

Manila, National Capital Region, Philippines Sun Life Financial Full time

Associate 2 (Disbursement and Policy Adjustment) page is loaded

Associate 2 (Disbursement and Policy Adjustment) Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted Yesterday job requisition id JR

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

  • The position is responsible for the accurate and timely processing of clearing the deposit amount in outstanding disbursement account, release of benefit payout and RTS check handling.

Major Accountabilities

  • Review and analyze payments credited to the policy's/plan's outstanding disbursement account and prepare CAS request for refund of non-reinstate able and terminated policies. Prepare covering letter for Supervisor's/Manager's approval.
  • Handle replacement of check/staled dated checks as requested by advisors and clients and processes them accordingly.
  • Handles preparation of CAS disbursement as requested by clients/agents/other AS units which are already verified valid for disbursement and prepare cover letter. Handle review of positive/negative deposit amount in outstanding disbursement and provide immediate resolution including CAS preparation, Collection letter and monitoring.
  • Handle payment of non-policy related transactions.
  • Pickup check from Treasury and handle enveloping, matching of check and cover letter with 100% accuracy.
  • Handle release of checks on a timely-manner and prepare transmittal according to mailing instruction with coordination to mailroom staff.
  • Handle RTS check email advise and bad address tagging following the guidelines and procedure.
  • Handle release of different types of payouts within the agreed turn-around-time with 100% accuracy.
  • Handle RTS Checking and Policies Changed Bad Address status to Complete Report and BA manual un-tagging report.
  • Handle various disbursement related projects/UAT such as systems enhancement and process improvement initiatives.
  • Handles, review and resolves inquiries either through Salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner.
  • Ensure that service request and all emails both internal and external are acknowledged/replied within the service level agreement.
  • Assist other AS unit as may deem necessary.
  • Handle documentation/review of procedures.

Qualifications

  • Graduate of any 4-years course.
  • At least one (1) year experience in customer service or policy administration.
  • Highly analytical with effective oral and written communication skills.
  • Must have a good attendance and punctuality records.
  • Must be a person with high in stress tolerance.
  • Must be responsible with sense of urgency.
  • Can work with minimum supervision.
  • Can adapt to unexpected demands in workplace – surges in work or unpredictable events.
  • Can work quickly.
  • Must be willing to report to the office (RTO).
  • Willing to render overtime.

Job Category:

Customer Service / Operations

Posting End Date:

29/04/2024 Similar Jobs (5) Associate 2 (Disbursement and Policy Adjustment) locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted Yesterday Associate 2 (Disbursement and Policy Adjustment) locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted Yesterday Disbursement Associate locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 7 Days Ago

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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