Associate (Butuan CSC)

Sun Life Financial; Butuan; On-site; PHP 201,000 - 312,000; Full time

Job summary

Sun Life Philippines is seeking an Associate 2: GCF Level 3 (CSC) to handle counter inquiries, coordinate with backend teams, and process payments while supporting office operations. You will help maintain accurate policy and plan records and ensure timely, courteous client service in a dynamic environment.

Joining Sun Life offers exposure to a global financial services network, with growth opportunities in policy and funds administration and a mission to help clients achieve lifelong financial

Qualifications

• Experience handling counter inquiries and client interactions.
• Ability to process payments and receipts accurately.
• Familiarity with office administrative tasks and documentation.

Responsibilities

• 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 (TRAD,VUL, MF and PN) following agreed upon guidelines/procedures using Client Center application systems and ensuring service level targets are met
• Receives and processes payments for all three 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 disbursement and replenishment, as applicable Prepares various pre-formatted correspondences and facilitates ’s computation requests using various worksheets within the scope or authority limit.
• Handles Petty Cash Fund disbursement and replenishment. Participates in special projects and initiatives as required:
• Performs the following sales/marketing – related tasks: Prepares daily monitoring report on life, pre-need 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 Requests corporate giveaways and sales aid 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.

Skills

Customer service

Cash handling

Data entry

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.

Associate 2: GCF Level 3 ( CSC)

Job Description

• 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 (TRAD,VUL, MF and PN) following agreed upon guidelines/procedures using Client Center application systems and ensuring service level targets are met
• Receives and processes payments for all three 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 disbursement and replenishment, as applicable Prepares various pre-formatted correspondences and facilitates ’s computation requests using various worksheets within the scope or authority limit.
• Handles Petty Cash Fund disbursement and replenishment. Participates in special projects and initiatives as required:
• Performs the following sales/marketing – related tasks: Prepares daily monitoring report on life, pre-need 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 Requests corporate giveaways and sales aid 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: 29/10/2026

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. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers