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Job Description:

Please enter the external job description here (remove this line)

Job description (heading) /  Description du poste (titre)

• POSITION TITLE: Associate, Title Changes

  
  DEPARTMENT/SECTION: Account Services

  OVERALL PURPOSE:

  The position is responsible for processing of all Title Change requests according to established policies and guidelines. 

Preferred skills (heading) / Compétences particulières (titre)

• Graduate of a 4-year course

  At least 2 years experience in Policy Administration.

Qualifications (heading) / Compétences (titre)

• 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, FIS, Salesforce, LGS templates and other Window applications

Responsibilities (heading) / Responsabilités (titre)

• 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.   Email and phone inquiries

  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.

Job Category:

Customer Service / Operations

Posting End Date:

30/12/2024