At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.
POSITION TITLE: Associate, Title Changes
DEPARTMENT/SECTION: Integrated Services / Account Services
The position is responsible for processing of all Title Change requests according to established policies and guidelines.
1. Processes different Title Change transactions and checks validity/completeness of requests based on Company standard guidelines and procedures.
a. Name Change
b. Change of Beneficiary
c. Transfer of Ownership
d. Appointment/Change of Endowment Beneficiary
e. Assignment as Collateral Security
f. Release of Assignment as Collateral Security
g. Change of Scholar
h. Change of Payor
2. Seeks legal opinion/approval on complicated cases that are not incorporated
in standard procedure or practice.
3. Notifies advisor through SMS and e-mail and sends letter directly to client about invalid/incomplete requirements submitted and request for newly set or additional requirements to be able to administer the requested change in the policy/plan. Processes complete/valid requests in INGENIUM/PRISM and ensuring service levels are met.
4. Ensures that timely follow-ups are sent to advisor through SMS and email for
those policies/plans nearing deadline.
5. Handles, reviews and resolves inquiries falling within one’s level of authority either through salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner.
6. Ensures that basic requirements quoted to advisor/advisor’s secretary/client either through telephone, SMS, e-mail or letter are accurate.
7. Prepares daily and monthly statistical reports as requested by Superior.
8. Requests/follows up Record Section for the previous files requested.
SKILLS AND KNOWLEDGE REQUIRED:
Graduate of a 4-year course
At least 2 years experience in Policy Administration.
· Core Professional/Technical Competencies Required
- Good interpersonal, customer service and communication skills (oral and written)
- Knowledge of different life insurance and pre-need products
- Knowledge of existing processes/procedures, business practices and workflows
- Knowledge in Ingenium, Prism, CAS, Salesforce, LGS templates and other Window applications.
· Core Soft/Transferable Competencies
- Collaborates Effectively - partners to deliver on team and organizations goals.
- Communicates Confidently – shares relevant information in a direct, compelling and transparent fashion.
- Focuses on the Customer - builds relationships with customers by understanding and responding to their needs and ensuring fair treatment.
- Takes Accountability - sets and achieves stretch objects.
- Understands our Business - knows the fundamentals of the SLF business (e.g. life, health and wealth).
· Development/Training to Support Role Competencies
- Sun Solution Training
- Sun Starts Program
- On-the-job training
- How to Excel at Customer Service
- Taking Accountability
- Communicating with Impact
Job Category:Customer Service / Operations
Posting End Date:
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