Associate 2 (Taytay CSC)

Preferred skills (heading) / Compétences particulières (titre)

Specialized Knowledge/Skills

• New Business, Cashiering; Knowledge & understanding of INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.

Core Soft/Transferable Competencies

Core Competencies:

• Collaborates effectively
• Communicates confidently
• Focuses on the client
• Takes accountability
• Understands our business
• Adaptable to change
• Flexible
• Honest
• Has integrity
• Stress-tolerant
• Has good work ethics

Responsibilities (heading) / Responsabilités (titre)

1. 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. CC staff for

requests requiring changes and adjustments in their policy/plan records.

2. Scans new business and conversion applications (SLOCPI, SLGFI, and MF) following

agreed upon guidelines/procedures using Client Service Center application systems and

ensuring service level targets are met.
3. Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) such as

loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment

pay-outs; monitors receipt of plan termination checks, non-cash transactions, etc.

ensuring service levels are met.
4. Receives and processes payments for all four 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;

5. Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are

safekept in the Vault. Ensures replenishment when amount is to 50% depleted. Ensures Working

Fund, if any, is composed of loose bills/coins at all times to be disbursed as loose change

6. Prepares various pre-formatted correspondences and facilitates client’s computation

requests using various worksheets within the scope or authority limit.

7. Prepares monthly reports, files confidential records, acts as backup to other Client Service Center

staff.

8. Maintains the standard Look and Feel at the Client Service Centers.

9. Performs the following sales/marketing – related tasks: (one-man Client Service Center-

specific)

a. Prepares daily monitoring report on life, and mutual funds new business

applications following required format for submission to Sales Channel Head.

b. Distributes monthly the updated MF sales presentation materials to the licensed MF

representatives in the area

c. Coordinates and handles Proposal System/AMS related upgrades

d. Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and

equipment following approved guidelines and procedures

e. Posts company-related updates in the bulletin board

f. Monitors and updates promos

g. Facilitates resigned agent’s surrendered items

h. Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts

10. Performs the following office management tasks:

a. Monitors, maintains and conducts regular inventory of office supplies, forms and

equipment following approved guidelines/procedures.

b. Reports equipment/furniture/premises-maintenance issues to appropriate HO units

and facilitates resolution of problems.

c. Handles and coordinates incoming and outgoing documents and materials for the

three (3) product lines.

d. Prepares, coordinates and follows-up check requests and payments for various office

utilities (i.e. Telephone, Office rentals, etc)

e. Coordinates logistics as required for Sunlife-initiated training and events.

Job Category:

Customer Service / Operations

Posting End Date:

30/12/2026