Agency Recruitment & Licensing Associate (Project Based)

sunlife; Taguig; On-site; PHP 223,000 - 312,000; Full time

Job summary

Sun Life Philippines is seeking a Licensing Support specialist to manage recruit license applications. You will ensure document completeness, route approvals to Channel Management, and process Trad and VUL licenses for submission to the Insurance Commission.

The role requires knowledge of licensing regulations, strong clerical skills, and experience in insurance administration and customer service. Join a collaborative team and support growth.

Qualifications

• Graduate of any four-year business course.
• Experience in licensing function from the insurance industry; administrative, customer service experience.
• Knowledgeable in licensing regulations/processes (IC).
• Computer literacy with Lotus Notes and Windows programs.

Responsibilities

• Facilitates license applications of recruits.
• Ensures completeness of documents submitted.
• Routes ACM to Channel Management for approval.
• Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
• Provides feedback to the manager-recruiters on status of their recruits.
• Endorses recruit files for coding; advises NBO concerned.

Skills

Licensing regulations

Computer literacy

Education

Four-year business degree

Tools

Lotus Notes

Windows programs

Job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

• Facilitates license applications of recruits.
• Ensures completeness of documents submitted.
• Routes ACM to Channel Management for approval.
• Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
• Provides feedback to the manager-recruiters on status of their recruits.
• Ensures all documents are complete including signed Agent's Agreement prior to coding.
• Endorses recruit files for coding; advises NBO concerned.

Skills and Knowledge Required:

• Computer literate - Lotus Notes, Windows programs.
• Knowledgeable in licensing regulations/ processes (IC).

Qualifications:

• Graduate of any four-year business course.
• Experience in licensing function from the insurance industry; administrative, customer service experience.

Job Category:

Sales - Distribution Support

Posting End Date:

30/12/2026