Associate 2 (Taytay CSC)

Sunlife Solar; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Sunlife Solar is seeking a diligent Client Service Center associate in the Philippines. You will accurately process payments, handle inquiries at the counter, and ensure daily collections are recorded and deposited in line with company procedures.

The role also covers office management tasks, supporting sales/marketing activities at one-man Client Service Centers, and maintaining proper documentation and reports for multiple business lines.

Qualifications

• Experience handling payments and cash handling
• Strong attention to accuracy and service at a counter
• Ability to manage office tasks and assist sales initiatives

Responsibilities

• Resolves inquiries at the counter using CSC applications.
• Scans new business and conversion applications per guidelines.
• Facilitates disbursement transactions and monitors service levels.
• Receives and processes payments for four lines of business.
• Maintains petty cash and prepares reports.
• Handles office logistics and prepares correspondence.

Skills

New Business

Cashiering

INGENIUM

PRISM

WMS

IPAC

CRM

LGS

CAS

PR

Lockbox

POS

SMARTQ

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. 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.

Specialized Knowledge/Skills

Preferred skills (heading) / Compétences particulières (titre)

• 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)

• 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.
• 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.
• 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.
• 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.
• 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.
• Prepares various pre-formatted correspondences and facilitates client's computation requests using various worksheets within the scope or authority limit.
• Prepares monthly reports, files confidential records, acts as backup to other Client Service Center staff.
• Maintains the standard Look and Feel at the Client Service Centers.
• Performs the following sales/marketing - related tasks: (one-man Client Service Center -specific)
• Prepares daily monitoring report on life, and mutual funds new business applications following required format for submission to Sales Channel Head.
• Distributes monthly the updated MF sales presentation materials to the licensed MF representatives in the area.
• Coordinates and handles Proposal System/AMS related upgrades.
• Monitors, maintains and conducts monthly inventory of the ISO's supplies, forms and equipment following approved guidelines and procedures.
• Posts company-related updates in the bulletin board.
• Monitors and updates promos.
• Facilitates resigned agent's surrendered items.
• Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts.
• Performs the following office management tasks:
• Monitors, maintains and conducts regular inventory of office supplies, forms and equipment following approved guidelines/procedures.
• Reports equipment/furniture/premises-maintenance issues to appropriate HO units and facilitates resolution of problems.
• Handles and coordinates incoming and outgoing documents and materials for the three (3) product lines.
• Prepares, coordinates and follows-up check requests and payments for various office utilities (i.e. Telephone, Office rentals, etc).
• Coordinates logistics as required for Sunlife-initiated training and events.

Job Category

Customer Service / Operations

Posting End Date

30/12/2026