Associate 2 (Disbursement and Policy Adjustment)

• The position is responsible for the accurate and timely processing of clearing the deposit amount in outstanding disbursement account, release of benefit payout and RTS check handling.

• Review and analyze payments credited to the policy’s/plan’s outstanding disbursement account and prepare CAS request for refund of non-reinstate able and terminated policies. Prepare covering letter for Supervisor’s/Manager's approval.
• Handle replacement of check/staled dated checks as requested by advisors and clients and processes them accordingly.
• Handles preparation of CAS disbursement as requested by clients/agents/other AS units which are already verified valid for disbursement and prepare cover letter. Handle review of positive/negative deposit amount in outstanding disbursement and provide immediate resolution including CAS preparation, Collection letter and monitoring.
• Handle payment of non-policy related transactions.
• Pickup check from Treasury and handle enveloping, matching of check and cover letter with 100% accuracy.
• Handle release of checks on a timely-manner and prepare transmittal according to mailing instruction with coordination to mailroom staff.
• Handle RTS check email advise and bad address tagging following the guidelines and procedure.
• Handle release of different types of payouts within the agreed turn-around-time with 100% accuracy.
• Handle RTS Checking and Policies Changed Bad Address status to Complete Report and BA manual un-tagging report.
• Handle various disbursement related projects/UAT such as systems enhancement and process improvement initiatives.
• Handles, review and resolves inquiries either through Salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner.
• Ensure that service request and all emails both internal and external are acknowledged/replied within the service level agreement.
• Assist other AS unit as may deem necessary.
• Handle documentation/review of procedures.

• Graduate of any 4-years course.
• At least one (1) year experience in customer service or policy administration.
• Highly analytical with effective oral and written communication skills.
• Must have a good attendance and punctuality records.
• Must be a person with high in stress tolerance.
• Must be responsible with sense of urgency.
• Can work with minimum supervision.
• Can adapt to unexpected demands in workplace – surges in work or unpredictable events.
• Can work quickly.
• Must be willing to report to the office (RTO).
• Willing to render overtime.

Sun Life Financial