Billing Associate - Fixed Term

Sun Life Financial

Taguig

On-site

PHP 260,000 - 380,000

Full time

14 days+

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Job summary

Sun Life Financial is seeking a Billing Associate for a fixed term in Taguig City. The role handles end-to-end billing processes for client premiums, including address tagging, list bills, and premium remittance reporting.

You will work with cross-functional teams to ensure accuracy, timely billing, and compliance with internal guidelines, while developing process improvements and training new hires.

Qualifications

  • Minimum 4-year business degree or equivalent.
  • At least 3 years of relevant customer service or billing experience.
  • Strong attention to detail and accuracy.

Responsibilities

  • Process transactions and billing tasks as per RTS guidelines.
  • Tag/detag bad addresses and prepare monthly premium bills.
  • Reconcile billing reports with Xytron, Philpost, and internal SL reports.
  • Maintain timely communications with internal teams and clients.
  • Back up supervisor in training new hires and process improvements.
  • Ensure adherence to SL policy and SLA targets.

Skills

Customer service
Billing processes
Data accuracy
Communication

Education

4-year business course

Tools

Billing software
Sun Synergy System

Job description

## Billing Associate - Fixed TermApplylocations: Taguig City, National Capital Region (Manila)time type: Full timeposted on: Posted Todayjob requisition id: JR00121132You 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:**The position is responsible for processing of transactions under Billing Services. This includes the following transactions:* Processes bad address tagging and untagging based on RTS mails.* Prepares Sun Synergy Listbill 12 days prior to premium due date* Generates Billing of Staff Preneed Plans every 1st day of the month.* Ensures that duplicate billing notice under Special List is released within billing lead time.* Releases Overloan Collection letter for SLOCPI and SLGFI within 24 hours of receipt from Data Center.* Completes the Optional Rider Built in Rider Report on or before the 25th day of the month.* Reconciliation of Xytron, Philpost and SL report. handles payment to Xytron and couriers and conducts periodic site visit.* Prepares duplicate notice within 24 hours from receipt of request.* Monitors and files daily SLFPI Billing Register.* Handles Billing Exemption Report within 4 days from generation of report for SLOCPI and 10 days for SLGFI.* processing of ADA and ACA set up, cancellation and update* Processing of APO quote and set up* Processing of Premium Offset quote, set up and cancellation* Processing of change mode* Generation of Preneed Certificate of Full Payment* SLOCPI RTS Mail Upload, Monitoring tool, Release of Closure Letter* SLGFI Worksite Billing – DEPED, PNP, Corporate, SD Military* SLGFI/SLOCPI Worksite and Corporate Billing* SLGFI Employee/Company Update* SLOCPI Listbill and Listbill Tagging/Cancellation/Set-up* SLOCPI SLGFI LRS Preparation* Ensures that productivity, service level targets and standards are maintained at all times.* Works with Supervisor in the development/improvement of guidelines, processes, and procedures to increase efficiencies and respond to changing needs of the customers* Assists the Supervisor in planning, development, and coordination with other departments for projects related to billing and other improvement initiatives* Acts as back-up in conducting training to new hires following the policies and procedures set by the unit/company* Provides accurate replies regarding Billing inquiries from other section/department/ advisors and clients.* Handles monthly group email reply.**Education and Experience** Indicate the minimum education and experience required to perform the work. Include specific professional designations, licenses, registrations, etc. required to perform the job.Minimum Typical Education* Graduate of any 4-year business courseMinimum Typical Experience* At least 3 years relevant professional expertise* Three to four years of customer service experience is preferred**Job Category:**Customer Service / Operations**Posting End Date:**30/08/2026**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.
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