2022 NB Review Associate null

About Sun Life

Sun Life Philippines started in 1895, making it the first life insurer before the country’s independence in 1898. The company initially operated through the representation of British trading firm H.J. Andrews and Co.

More than 125 years later, Sun Life Philippines has recorded tremendous growth. In 2019, the Philippine Insurance Commission ranked the company as the top life insurer based on premium income.

Your role

• Reviews printed copy of policy contracts / e Contracts; verifies details against underwriting decision if data were correctly encoded; calculates manually for any discrepancy on the decision of underwriter vs policy contracts details; checks the information of the policy; ensures that the premiums are correct and contract pages are complete.
• Responds to New Business (TRAD/VUL products) related to walk-in client’s and agents' queries as appropriate; answers (phone/e-mails/SMS) in a timely, accurate and courteous manner; investigates complaints received from client/agent and suggest an alternative solution to Manager.
• Handles adjustment of records in Ingenium of underwriting cases to reflect changes requested after Auto Appraisal
• Processes refunds of overpayments bounced check, Not taken up(NTU), Not proceeded with (NPW); handles refund of initial premium and charge agent for NPW/NTU fees.
• Risk Rating review of existing high-risk clients, as mandated by IC. Handles calculation of total premium, checking of Dow Jones, Local Watchlist, and internet search to check if with adverse news, responsible for the manual calculation of total risk based on the given criteria and handles changes/updates risk rating if needed.

Training, development & rotations

At Sun Life Philippines they highly encourage and support your development in order to strengthen your personal and professional competencies. Whether you are just starting your career with Sun Life Philippines or are already a seasoned professional, they offer competency-based programs that fit your needs, keep you challenged, and cultivate your full potential so you can achieve your business and career goals.

At Sun Life Philippines, the range and diversity of positions available are wide and vast. Whether you’re just starting out on the corporate ladder or at the peak of your career, there is a niche for you waiting to be carved.

Compensation & benefits

• Group medical coverage
• Vacation and sick leaves
• Various employee loan programs
• Retirement plan
• Group life insurance
• Opportunities to purchase the company's insurance and wealth management products

Career progression

Fresh grads should prepare for a challenging work environment at Sun Life Philippines, especially if they want a promotion. A highly competitive workplace can be a good thing for those with the right mindset.

In exchange for excellent performance, Sun Life Philippines rewards qualified employees with extensive learning and training programs. There’s also a chance for them to work overseas given the right circumstances

Company culture

Sun Life Philippines’ culture hinges on people customers and employees alike. It strikes a balance between ‘corporate values and well-rounded life.

As a life insurer, the company values integrity first and foremost. Insiders describe the workplace environment as competitive, but it fosters productivity because it compels people to excel in their fields.

The biggest challenge, however, involves sluggish career growth for fresh grads who join the company. A likely reason: is internal competition. Sun Life Philippines also has a large workforce, so new hires should be assertive and embody the company’s values to stand out.

About you

Role-Specific Competencies

• App entry, INGENIUM, IUM, WMS, CAS, AGIS              
• Forms, policy contracts, product features, Sales Hierarchy, NB processing flow, and their relationship with other departments

The Different NB Systems                                                          

• Typing Skills at least 40 wpm                                           
• Signature Verification                                                      
• Speedy Issue Guidelines Concepts                                
• Nonmedical Aspects of Underwriting (Occupation, Foreign Residence, Lifestyle, etc.)  
• Legal Aspects of Underwriting                                                 

Core Competencies

• Collaborates Effectively                     
• Communicates Confidently               
• Focuses on the Customer                
• Takes Accountability                        
• Understands our Business              

How to apply

To apply for this position, simply click the “Apply” button on this page.

Source/s

• sunlife.com.ph
• ph.prosple.com