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Job Description:

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

• POSITION TITLE: Title Change Associate
• DEPARTMENT/SECTION: Account Services
• OVERALL PURPOSE:
• The position is responsible for the 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 2year 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, CAS, Salesforce, LGS templates, Salesforce, CPMA and other Window applications.

Responsibilities (heading) / Responsabilités (titre)

• 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

• Seeks legal opinion/approval on complicated cases that are not incorporated in standard procedure or practice.
• Notifies advisor through 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.
• Ensure that timely follow-ups are sent to advisors through email for those policies/plans nearing deadlines.
• 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.

• Ensures that basic requirements quoted to advisor/advisor’s secretary/client

       either through telephone, SMS, e-mail or letter are accurate.

• Prepares daily and monthly statistical reports as requested by Superior.
• Requests/follows up Record Section for the previous files requested.
• Appraises/reviews documents for transfer of policy ownership to entity in accordance with AMLA

Job Category:

Customer Service / Operations

Posting End Date:

30/10/2025