Associate 2 (CSC Nueva Vizcaya)
Sun Life Financial
- Bayombong, Nueva Vizcaya
- Permanent
- Full-time
It is accountable for ensuring that daily collections are properly accounted for, reported and deposited within company standards; the proper safekeeping of all cash and check collections, working change, petty cash fund, provisional receipt booklets and official receipts.
It is responsible for performing various office management tasks; for one-man Client Service Center assignments, it is responsible for various sales/marketing-related tasks.Major Accountabilities
- Resolves all types of inquiries and requests at the counter in a timely, accurate, professional and courteous manner using the various Client Service Center applications/systems and ensuring counter service levels are met; facilitates requests for processes beyond the scope of the Client Service Center; Coordinates with backend support unit/dept and/or Sr. CSC staff for requests requiring changes and adjustments in their policy/plan records.
- Scans new business and conversion applications (TRAD,VUL, MF and PN) following agreed upon guidelines/procedures using Client Center application systems and ensuring service level targets are met.
- Receives and processes payments for all three lines of businesses; issues official receipts and accounts for said collections on a daily basis following agreed upon guidelines, procedures and ensuring service levels are met; handles Petty Cash Fund disbursement and replenishment, as applicable
- Prepares various pre-formatted correspondences and facilitates computation requests using various worksheets within the scope or authority limit.
- Handles Petty Cash Fund disbursement and replenishment. Participates in special projects and initiatives as required
- Performs the following sales/marketing – related tasks: (one-man Client Service Center- specific)
- Prepares daily monitoring report on life, pre-need and mutual funds new business applications following required format for submission to Sales Channel Head
- Distributes monthly the updated MF sales presentation materials to the licensed MF representatives in the area
- Coordinates and handles Proposal System/AMS related upgrades
- Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and equipment following approved guidelines and procedures
- Requests corporate giveaways and sales aid
- Posts company-related updates in the bulletin board
- Monitors and updates promos
- Facilitates resigned agent’s surrendered items
- Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts
- Performs the following office management tasks:
- Monitors, maintains and conducts regular inventory of office supplies, forms and equipment following approved guidelines/procedures.
- Reports equipment/furniture/premises-maintenance issues to appropriate HO units and facilitates resolution of problems.
- Handles and coordinates incoming and outgoing documents and materials for the three (3) product lines.
- Prepares, coordinates and follows-up check requests and payments for various office utilities (i.e. Telephone, Office rentals, etc)
- Coordinates logistics as required for Sunlife-initiated training and events.