Associate, Title Change

2 days ago

Taguig, National Capital Region, Philippines Sun Life Full time $40,000 - $80,000 per year

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 (heading) /  Description du poste (titre)

  • POSITION TITLE: Title Change Associate
  • DEPARTMENT/SECTION: Account Services
  • OVERALL PURPOSE:
  • The position is responsible for the processing of all Title Change requests according to established policies and guidelines. 

Preferred skills (heading) / Compétences particulières (titre)

  • Graduate of a 4-year course
  • At least 2year experience in Policy Administration.

Qualifications (heading) / Compétences (titre)

  • Good interpersonal, customer service and communication skills (oral and written);
  • Knowledge of different life insurance and pre-need products; Knowledge of existing processes/procedures, business practices and workflows

  • Knowledge in Ingenium, Prism, CAS, Salesforce, LGS templates, Salesforce, CPMA and other Window applications.

Responsibilities (heading) / Responsabilités (titre)

  • Processes different Title Change transactions and checks validity/completeness of requests based on Company standard guidelines and procedures.

  •    a.  Name Change

       b.  Change of Beneficiary

       c.   Transfer of Ownership

       d.   Appointment/Change of Endowment Beneficiary

       e.   Assignment as Collateral Security

       f.    Release of Assignment as Collateral Security

       g.   Change of Scholar

       h.  Change of Payor

  • Seeks legal opinion/approval on complicated cases that are not incorporated in standard procedure or practice.
  • Notifies advisor through e-mail and sends letter directly to client about invalid/incomplete requirements submitted and request for newly set or additional requirements to be able to administer the requested change in the policy/plan.  Processes complete/valid requests in INGENIUM/PRISM and ensuring service levels are met.
  • Ensure that timely follow-ups are sent to advisors through email for those policies/plans nearing deadlines.
  • Handles, reviews and resolves inquiries falling within one's level of authority

either through salesforce, telephone, e-mail, counter and correspondence in

a timely, accurate, professional and courteous manner.

  • Ensures that basic requirements quoted to advisor/advisor's secretary/client

       either through telephone, SMS, e-mail or letter are accurate.

  • Prepares daily and monthly statistical reports as requested by Superior.
  • Requests/follows up Record Section for the previous files requested.
  • Appraises/reviews documents for transfer of policy ownership to entity in accordance with AMLA

Job Category:

Customer Service / Operations

Posting End Date:

30/10/2025

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