Associate (Client Service Center)-Quezon CIty
4 days ago
Apply locations: Quezon City, National Capital Region (Manila)
Time type: Full time
Posted on: Posted 2 Days Ago
Job Requisition ID: JR00107345
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:
- Receives payments in cash, cheque, or credit card payments and issues Official Receipt or Provisional Receipts as appropriate, ensuring timely crediting to the policy/plan/investments following standard procedures.
- Receives and checks for completeness, New Business and conversion applications and performs related backend procedures within turnaround time.
- Responds to policy, investment, and plan-related inquiries at the counter or as called for, through email/telephone, ensuring prompt and professional assistance to clients at all times and ensuring all service levels are met.
- Facilitates/processes disbursement-related transactions (SLOCPI, SLAMC, SLFPI, SLGFI) 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.
Preferred Skills:
- Good customer service skills
- Good communication skills
- Flexible
Qualifications:
- College graduate of any Business, Computer or related courses.
- With at least 1 year work experience
Job Category: Customer Service / Operations
Posting End Date: 30/12/2025
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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