Project employee

Overview

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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.

Below are the responsibilities and related tasks extracted from the listing:

• Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and courteous manner using the Client Service Center applications/systems; facilitates requests beyond the scope of the Client Service Center; coordinates with backend support units/departments or senior staff for changes to policy/plan records.
• Scans new business and conversion applications (SLOCPI, SLGFI, MF) following guidelines 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 withdrawals of dividends, plan terminations, endowment payouts; monitors receipt of termination checks and non-cash transactions to ensure service levels are met.
• Handles Petty Cash Fund; balances receipts and funds; ensures safekeeping in the Vault and replenishment following Finance turnaround time; maintains Working Fund as needed for disbursed loose change.
• Prepares various pre-formatted correspondences and facilitates client computations using worksheets within scope/authority limits.
• Prepares monthly reports, files confidential records, and acts as backup to other Client Service Center staff.
• Maintains the standard Look and Feel at the Client Service Centers.
• Performs sales/marketing–related tasks specific to a one-man Client Service Center.
• Prepares daily monitoring reports on life and mutual funds new business applications for submission to Sales Channel Head.
• Distributes monthly updated MF sales presentation materials to licensed MF representatives in the area.
• Coordinates and handles Proposal System/AMS related upgrades.
• Monitors, maintains and conducts monthly inventory of ISO supplies, forms and equipment following approved guidelines.
• Posts company-related updates on the bulletin board; monitors and updates promos; facilitates resigned agents\' surrendered items; distributes status cards, duplicate O.R., memos/circulars, and policy contracts.

• Monitors, maintains and conducts regular inventory of office supplies, forms and equipment following approved guidelines/procedures.
• Reports equipment/furniture/premises maintenance issues and coordinates resolution with appropriate units.
• Handles and coordinates incoming and outgoing documents and materials for three product lines.
• Prepares, coordinates and follows up on check requests and payments for various office utilities (e.g., telephone, office rentals).
• Coordinates logistics for Sun Life-initiated training and events.

• Technical skills and operation management skills
• Honest, hardworking and a team player

• Graduate of a 4-year course

• Resolves inquiries and requests at the counter in a timely, accurate, professional manner.
• Scans new business and conversion applications (SLOCPI, SLGFI, MF) following guidelines and ensures service levels.
• Processes payments across lines of business (SLOCPI, SLGFI, SLFPI, SLAMCI).

• Customer Service / Operations

• 30/12/2025