Client Service Center Supervisor

Sun Life; Philippines; On-site; PHP 600,000 - 900,000; Full time

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)
• Bulleted List

Skills

Service Leadership

Customer Focus

Performance Mgmt

People Development

Coaching

Financial Mgmt

Operational Excellence

Change Management

Process Improvement

Communication Skills

Interpersonal Skills

Multi-tasking

Time Management

Salesforce

Ingenium

Digital Tools

Education

Graduate of a 4-year course

Tools

Salesforce

Ingenium

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.

Job Description:

Job description

• The Supervisor is responsible for leading and managing Client Service Center (CSC) operations to ensure exceptional service delivery, operational excellence, and employee engagement while meeting all established performance targets and organizational standards.

Preferred skills

• Service Leadership & Customer Focus
• Performance Management & Accountability
• People Development & Coaching
• Financial Management
• Operational Excellence
• Change Management
• Process Improvement
• Communication & Interpersonal Skills
• Multi-tasking & Time Management
• Proficiency with Salesforce, Ingenium, and other digital tools

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)

• Bulleted List

Job Category:

Customer Service / Operations

Posting End Date:

29/11/2026