Project Professional

1 week ago

Legazpi, Philippines beBeeProject Full time ₱500,000 - ₱700,000
Job Overview

Sun Life is committed to empowering employees to reach their full potential. Our work environment fosters a sense of belonging, encouragement, and challenge.

As a Project Employee, you will collaborate with dynamic colleagues who are experts in their fields and eager to share their knowledge with you. Your leaders will inspire and help you grow professionally and personally.

Every day, you will have new opportunities to make a positive impact on our clients' lives.

Discover how you can contribute to the well-being of individuals, families, and communities around the world.

Responsibilities
  • Resolve client inquiries and requests in a timely, accurate, and professional manner using Client Service Center applications.
  • Scan new business and conversion applications following guidelines and ensuring service level targets are met.
  • Process disbursement-related transactions such as loans, cash surrender value, cash withdrawals, plan terminations, endowment payouts; monitor receipt of termination checks and non-cash transactions to ensure service levels are met.
  • Manage Petty Cash Fund; balance receipts and funds; ensure safekeeping in the Vault and replenishment following Finance turnaround time; maintain Working Fund as needed for disbursed loose change.
  • Prepare various pre-formatted correspondences and facilitate client computations within scope/authority limits.
  • Prepare monthly reports, file confidential records, and act as backup to other Client Service Center staff.
  • Maintain the standard Look and Feel at the Client Service Centers.
  • Perform sales/marketing-related tasks specific to a one-man Client Service Center.
  • Prepare daily monitoring reports on life and mutual funds new business applications for submission to Sales Channel Head.
  • Distribute monthly updated MF sales presentation materials to licensed MF representatives in the area.
  • Coordinate and handle Proposal System/AMS related upgrades.
  • Monitor, maintain, and conduct monthly inventory of ISO supplies, forms, and equipment following approved guidelines.
  • Post company-related updates on the bulletin board; monitor and update promos; facilitate resigned agents' surrendered items; distribute status cards, duplicate O.R., memos/circulars, and policy contracts.
Office Management
  • Monitor, maintain, and conduct regular inventory of office supplies, forms, and equipment following approved guidelines/procedures.
  • Report equipment/furniture/premises maintenance issues and coordinate resolution with appropriate units.
  • Handle and coordinate incoming and outgoing documents and materials for three product lines.
  • Prepare, coordinate, and follow up on check requests and payments for various office utilities.
  • Coordinate logistics for Sun Life-initiated training and events.

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