Associate 2 (Taytay CSC)

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

Job summary

Sun Life Financial in the Philippines is seeking a dedicated Client Service Center associate to handle accurate and timely processing of payments and inquiries. You will ensure proper cash handling, issue receipts, and coordinate with backend teams to adjust policy records as needed.

The role involves daily cash management, scanning new business, processing disbursement transactions, and supporting sales/marketing activities within a one-man Client Service Center setup.

Qualifications

• Experience handling cashiering and client inquiries
• Familiarity with financial processes and cash handling
• Knowledge of client service center systems and tools can be an asset
• Ability to coordinate with backend support and maintain accuracy in records

Responsibilities

• Resolve inquiries and requests at the counter in a timely, professional manner
• Scan new business and conversion applications following guidelines
• Process disbursement-related transactions such as loans, cash surrender value, and withdrawals
• Receive and process payments for all lines of business and issue receipts
• Maintain petty cash fund and ensure vault balance and replenishment
• Prepare correspondences and monthly reports; support client service center operations
• Support sales/marketing tasks for the client service center and handle inventory of supplies

Skills

New Business

Cashiering

CRM

POS machine

Lockbox

SmartQ

Tools

INGENIUM

PRISM

WMS

IPAC

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:

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:

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:

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.
7. Prepares monthly reports, files confidential records, acts as backup to other Client Service Center staff.
8. Maintains the standard Look and Feel at the Client Service Centers.
9. Performs the following sales/marketing – related tasks: (one‑man Client Service Center‑ specific)
   • a. Prepares daily monitoring report on life, and mutual funds new business 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
   • c. Coordinates and handles Proposal System/AMS related upgrades
   • d. Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and equipment following approved guidelines and procedures
   • e. Posts company‑related updates in the bulletin board
   • f. Monitors and updates promos
   • g. Facilitates resigned agent’s surrendered items
   • h. Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts
10. Performs the following office management tasks:
    • 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.

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. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.