Associate 2

1 week ago


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

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:

The position is responsible for auto appraisal of Traditional/VUL applications whose actual mortality rates, do not exceed the standard rates assumed when the premium rates for a particular product were calculated based on defined speedy issue guidelines,. It is accountable for accuracy of the set-up of client records in Appentry/Ingenium systems. It is also responsible for ensuring completeness and accuracy of documents in policy contracts delivered to policyholders.

  1. Current Approval Authority Limit:
    1. Applied for With Sun Life : Ps 1.5 Million, or US Dollar Equivalent
    2. Total All Companies : Ps 7 Million, or US Dollar Equivalent
  2. Reviews and performs Automated Appraisal of New Business Applications, mandatory requirements, AMLA requirements and Alteration of Application regarding changes/amendments in the Application within defined approval authority.
  3. Reviews and evaluates New Business requirements such as AMLA requirements, Alteration of Application, new proposal, new application for underwriting cases and handles adjustment of records in Ingenium.
  4. Assesses the degree of occupational and foreign residence risks represented by the proposed insured and the owner. decides whether to approve standard, reduce coverage or change plan, reduce coverage, grant or disapprove supplemental riders, or offer appropriate extra premium within approval authority limit.

Job Category: Customer Service / Operations

Posting End Date: 30/03/2024

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.


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