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Sun Life

Global financial services for insurance, investments

Client Care Representative - PH Ops

Customer SupportConfirmed live in the last 24 hours
Full-timeTaguig, Metro Manila, PhilippinesNo salary listedIn-person

About the Job

Requirements

  • Fluency in verbal and written English.
  • Comply with the company’s internal and operations policies and guidelines.
  • Identify, define, and assess problems and apply or advise appropriate solutions.
  • Use tools and other resources to multitask and drive query resolution.

Responsibilities

  • Assist with client inquiries and requests across multiple communication channels.
  • Review and process various client requests.
  • Validate submitted documents, such as identification and proof of account details.
  • Coordinate with support teams, such as workforce managers, to ensure efficient service delivery.
  • Endorse requests for further action or approval.
  • Work efficiently and cooperatively with team members, colleagues, and superiors through projects, learning and development, skills assessment, and process improvement.
  • Collaborate effectively with peers and other teams.
  • Build relationships with customers by understanding and responding to their needs and ensuring fair treatment.
  • Set and achieve stretch objectives.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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