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Associate 2

icon building Company : Sun Life
icon briefcase Job Type : Full Time

Number of Applicants

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000+

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Job Description - Associate 2

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Claim Associate-- Performs all related claims facilitating tasks involving receiving and releasing of claim documents and checks, preparation of check requests, preparation of reports and letters and attending to claim notification and inquiries.          

Major Accountabilities

1.Prepares disbursement requests for approved or denied claims according to instructions from Claim Analysts and for approval of Claim Analysts/Claims Manager/Head, Claims, Claim Analyst/Claims Manger/Head, Claims

2. Prepares manual computation, as necessary, for approval of Claim Analysts/Claims Manager/Head, Claims, Claim Analyst/Claims Manger/Head, Claims

3. Coordinates with DPA for adjustments and follow through on its completion.

4. Coordinate with Actuarial and Finance, if necessary.

5. Monitor if Group claim records are updated once payout is processed then updates the record, as necessary.

6. Prepares regular recon report for group cases and other reports that may be assigned.

7. Prepares transmittal forms and releases claim checks, letters and other documents.

8. Receives and processes incoming mail; locates claim files, attaches received claim documents and endorses to Claim Analyst in charge

9. Prepares claim approval and denial letters, maturity notices and maturity cover letters.

10. Attends to inquiries from agents, clients and staff over the counter, e-mail and telephone

11. Processes billing statements of inspection agencies

12. Requisitions and safekeeps of Claims Section supplies

13. Attends to logistics requirements for Section meetings

Knowledge:

Knowledge of life insurance basic concepts and operations.

ING, CLAIMS, CAS, WMS, PRISM & LGS

Skills/Competencies:

1. Collaborates effectively               : Proficient

2. Communicates confidently          : Proficient

3. Focuses on the customer              : Proficient

4. Takes accountability                     : Proficient

5. Understands the business              : Proficient

Development/Training to support Role Competencies:

  • Product Knowledge
  • LOMA Courses
  • ALMI
  • ACS
  • Beyond Customer Expectations
  • Communicating with Others

Willing to report to the office at least 3x a week and as needed

Willing to render OT, as needed

Mininum Typical Experience:

Graduate of a 4-year course

Job Category:

Claims - Life & Disability

Posting End Date:

30/07/2026
Original job Associate 2 posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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