Disbursement Associate (Fixed Term)
Sun Life Financial
- Manila City, Metro Manila Taguig City, Metro Manila
- Contract
- Full-time
- Responsible to perform disbursement-related tasks made via email submission or other Sun Life’s digital submission platforms for all Lines of Business (SLOCPI, SLGFI, SLFPI).
- Responds to all disbursement-related requests in a timely, professional and courteous manner using the prescribed email templates and prescribed spiels/scripts via various Sun Life communication systems.
- Accountable for accurate and timely processing of all types of cash and non-cash disbursement requests; ensuring daily requests submitted through email are properly accounted for, logged, monitored and completed within service levels and at no financial loss to the company.
- Policy Advances (loans)
- Dividend Withdrawals
- Anticipated Endowment benefit withdrawals
- VUL Fund withdrawals
- VUL Fund Switching
- Fund Allocation
- Policy surrenders