Associate 2 (Group Administration) - Fixed Term

Sun Life Financial; Hinoba-an; On-site; PHP 201,000 - 335,000; Full time

Job summary

Sun Life Financial in the Philippines invites a detail-oriented Administrative Services professional to handle incoming documents, client records, and policy processing in a collaborative environment.

You will work with a team to release policy contracts, generate POC, and ensure timely responses to inquiries, contributing to reliable service for clients and intermediaries.

Qualifications

• Communication skills
• Critical thinking
• Adaptability

Responsibilities

• Attends to incoming documents
• Attends to business records
• Process releasing of Policy Contract
• Process generation of POC

Skills

Communication skills

Critical thinking

Adaptability

Education

College graduate

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.

• Process FALCON transactions as assigned by Group Admin Associate
• New Business Claims Collection Follow-up Underwriting CAS Disbursement Client Engagement – Client Loyalty Program (CLP) logistics Attends and provides prompt response to Group Admin Associate related to the transactions assigned
• Provide status and update on the accounts
• Escalates queries and concern related to the transactions
• Update FALCON tracker for all processed transaction
• Attends and provides prompt response to phone and email inquiries of clients and intermediaries within the timeline indicated below
• Immediately escalates cases which are beyond the authority
• Answers simple within first contact resolution; moderate within 2 days and escalates complex cases
• Updates clients and intermediaries on resolutions for escalated cases
• Acknowledges emails within 1 day from receipt and provides reply within 2 days and escalates complex cases

Preferred skills

• Communication skills
• Critical thinking skills
• Adaptability

Qualifications

• College graduate

Responsibilities

• Attends to incoming documents
• Attends to business records
• Process releasing of Policy Contract
• Process generation of POC

Job Category: Administrative Services

Posting End Date: 29/11/2026

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. Make life brighter 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.