Associate 2 (Taytay CSC)

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)

• The position is responsible for the accurate and timely processing of all types of payments, and resolving or facilitating of all types of inquiries and requests, from walk-in clients at the Client Service Centers.
• It is accountable for ensuring that daily collections are properly accounted for, reported, and deposited within company standards; the proper safekeeping of all cash and check collections, working change, petty cash fund, provisional receipt booklets and official receipts. 
• It is responsible for performing various office management tasks; for one-man Client Service Centers assignments, it is responsible for various sales/marketing-related tasks.

Preferred skills (heading) / Compétences particulières (titre)

Specialized Knowledge/Skills

• New Business, Cashiering; Knowledge & understanding of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.

Core Soft/Transferable Competencies

Core Competencies:

• Collaborates effectively
• Communicates confidently
• Focuses on the client
• Takes accountability
• Understands our business
• Adaptable to change
• Flexible
• Honest
• Has integrity
• Stress-tolerant
• Has good work ethics

Responsibilities (heading) / Responsabilités (titre)

1. Resolves all types of inquiries and requests at the counter in a timely, accurate, professional

          and courteous manner using the various Client Service Center applications/systems and  

          ensuring counter service levels are met; Facilitates requests for processes beyond the scope of

          the Client Service Center; Coordinates with backend support unit/dept and or Sr. CC staff for

          requests requiring changes and adjustments in their policy/plan records.

2.       Scans new business and conversion applications (SLOCPI, SLGFI, and MF) following

           agreed upon guidelines/procedures using Client Service Center application systems and           

•            ensuring service level targets are met.
• 3.        Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) 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.
• 4.       Receives and processes payments for all four lines of businesses; issues official

           receipts, and accounts for said collections on a daily basis following agreed upon

           guidelines, procedures, and ensuring service levels are met;

5.       Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are  

          safekept in the Vault.  Ensures replenishment when amount is to 50% depleted. Ensures Working

          Fund, if any, is composed of loose bills/coins at all times to be disbursed as loose change

6.        Prepares various pre-formatted correspondences and facilitates client’s computation

           requests using various worksheets within the scope or authority limit.

1. 7.      Prepares monthly reports, files confidential records, acts as backup to other Client Service Center 
2. 8.       Maintains the standard Look and Feel at the Client Service Centers.
3. 9.      Performs the following sales/marketing – related tasks: (one-man Client Service Center-             
4.             a.  Prepares daily monitoring report on life, and mutual funds new business

Staff.

Specific)

                 applications following required format for submission to Sales Channel Head.

            b.  Distributes monthly the updated MF sales presentation materials to the licensed MF

                 representatives in the area

1.             c.  Coordinates and handles Proposal System/AMS related upgrades
2.             d.  Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and

                 equipment following approved guidelines and procedures

1.             e.  Posts company-related updates in the bulletin board
2.             f.   Monitors and updates promos
3.             g.  Facilitates resigned agent’s surrendered items
4.             h.  Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts
5. 10.    Performs the following office management tasks:
6.              a.  Monitors, maintains and conducts regular inventory of office supplies, forms and

                  equipment following approved guidelines/procedures.

            b.  Reports equipment/furniture/premises-maintenance issues to appropriate HO units

                  and facilitates resolution of problems.

             c.  Handles and coordinates incoming and outgoing documents and materials for the

                  three (3) product lines.

            d.  Prepares, coordinates and follows-up check requests and payments for various office

                  utilities (i.e. Telephone, Office rentals, etc)

             e.  Coordinates logistics as required for Sunlife-initiated training and events.

Job Category:

Customer Service / Operations

Posting End Date:

30/12/2025