Client Service Center Lead - Elevate Service & Ops

Sun Life

Philippines

On-site

PHP 600,000 - 900,000

Full time

4 days ago

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Job summary

Sun Life Philippines seeks a Supervisor to lead the Client Service Center operations, ensuring exceptional service delivery, operational excellence, and engaged staff. You will allocate resources, monitor performance, and uphold standards across all Lines of Business.

The ideal candidate has 4–6 years of frontline client servicing experience, a 4-year degree, and knowledge of financial/insurance concepts. Proficiency with Salesforce and other digital tools is a plus.

Qualifications

Graduate of a 4-year course.
4-6 Years Frontline client servicing experience
Computer literate
Team Player
Knowledge of financial/insurance concepts an advantage

Responsibilities

Client Service & Operations Management
Ensure walk-in agents, clients, and shareholders receive timely, professional, and accurate information to retain their business and generate new opportunities
Allocate resources and manage CSC performance to maintain service level targets and standards at all times
Implement adequate control procedures to ensure correct processing of collections and disbursements across all Lines of Business (SLOCPI, SLGFI, SLAMCI, SLFPI)
Monitor and ensure 100% compliance to published Turnaround Time (TAT) for all transactions
Ensure timely closure of action items from Monthly Complaints Forum within prescribed TAT
Support mandatory logging and processing of CSC transactions in Salesforce (Policy Disbursement, Inquiries, Policy Servicing, Fund Switch/Allocation, Complaints)
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