Client Care Representative I

Sun Life Financial; Philippines; On-site; PHP 180,000 - 300,000; Full time

Job summary

Sun Life Financial in the Philippines is seeking a responsive Call Centre Associate to handle client inquiries across multiple channels, review requests, and validate documents to ensure accurate accounts.

You will collaborate with workforce managers to maintain service standards, communicate clearly in English, and apply problem-solving skills to resolve questions rapidly while maintaining compliance.

Qualifications

• Assist with client inquiries and requests across multiple communication channels.
• Review and process client requests.
• Validate submitted documents (such as identification and proof of account details).
• Coordinate with support teams to ensure efficient service delivery.
• Endorse requests for further action or approval.
• Commit to work efficiently and cooperatively with others on projects and learning initiatives.
• Ensure compliance with internal policies and guidelines.
• Fluent in verbal and written English.

Responsibilities

• Assist with client inquiries and requests across multiple communication channels.
• Review and process various client requests.
• Validate submitted documents (such as identification and proof of account details).
• Coordinate with support teams to ensure efficient service delivery.
• Endorse requests for further action or approval.
• Commit to work efficiently and cooperatively with other team members on projects and development.

Skills

Customer service

Communication

Problem solving

Teamwork

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:

Work Management

• Assist with client inquiries and requests across multiple communication channels
• Review and process various client requests
• Validate submitted documents (such as identification and proof of account details)
• Coordinate with support teams, such as workforce managers, to ensure efficient service delivery
• Endorse requests for further action or approval

Teamwork, Collaboration, and Engagement

• Commit to work efficiently, cooperatively, and consistently with other team members, colleagues and/or superiors through various projects, learning and development, skills assessment, and/or process improvement
• Ensure to comply with the company’s internal and operations policies and guidelines

Communication Skills

• Fluent in verbal and written English
• Strong and effective communication skills
• Good listening skills

Problem Solving:

• Detect and recognize that there is a problem
• Identify the nature of the problem
• Define the problem
• Apply and advise the appropriate solution
• Multi-tasking in usage of tools and other resources to drive query resolution
• Effectively collaborate with peers and other teams

Core Competencies:

• Collaborates Effectively – partners to deliver on team and organization goals
• Communicates Confidently – Shares relevant information in a direct, compelling and transparent fashion. This is in horizontal and vertical structure.
• Focuses on the Customer – Builds relationships with customers by understanding and responding to their needs and ensuring fair treatment.
• Takes Accountability – Sets and achieves stretch objectives

Job Category: Call Centre Posting End Date: 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