Process Expert

Job Description :Are you ready to shine? Who we are? Sun Life is a leading financial services company with history of 150+ years that helps our clients achieve lifetime financial security and live healthier lives. We serve millions in Canada, the U.S., Asia, the U.K., and other parts of the world. We have a network of Sun Life advisors, third-party partners, and other distributors. Through them, we’re helping set our clients free to live their lives their way, from now through retirement. We’re working hard to support their wellness and health management goals, too. That way, they can enjoy what matters most to them. And that’s anything from running a marathon to helping their grandchildren learn to ride a bike. To do this, we offer a broad range of protection and wealth products and services to individuals, businesses, and institutions, including: Insurance. Life, health, wellness, disability, critical illness, stop-loss, and long-term care insurance. Investments. Mutual funds, segregated funds, annuities, and guaranteed investment products Advice. Financial planning and retirement planning services Asset management. Pooled funds, institutional portfolios, and pension funds With innovative technology, a strong distribution network and long-standing relationships with some of the world’s largest employers, we are today providing financial security to millions of people globally. Sun Life is a leading financial services company that helps our clients achieve lifetime financial security and live healthier lives, with strong insurance, asset management, investments, and financial advice portfolios. At Sun Life, our asset management business draws on the talent and experience of professionals from around the globe. Sun Life Global Solutions (SLGS) Established in the Philippines in 1991 and in India in 2006, Sun Life Global Solutions, (formerly Asia Service Centres), a microcosm of Sun Life, is poised to harness the regions’ potential in a significant way - from India and the Philippines to the world. We are architecting and executing a BOLDER vision: being a Digital and Innovation Hub, shaping the Business, driving Transformation and superior Client experience by providing expert Technology, Business and Knowledge Services and advanced Solutions. We help our clients achieve lifetime financial security and live healthier lives – our core purpose and mission. Drawing on our collaborative and inclusive culture, we are reckoned as a ‘Great Place to Work’, ‘Top 100 Best Places to Work for Women’ and stand among the ‘Top 11 Global Business Services Companies’ across India and the Philippines. The technology function at Sun Life Global Solutions is geared towards growing our existing business, deepening our client understanding, managing new-age technology systems, and demonstrating thought leadership. We are committed to building greater domain expertise and engineering ability, delivering end to end solutions for our clients, and taking a lead in intelligent automation. Tech services at Sun Life Global Solutions have evolved in areas such as application development and management, Support, Testing, Digital, Data Engineering and Analytics, Infrastructure Services and Project Management. We are constantly expanding our strength in Information technology and are looking for fresh talents who can bring ideas and values aligning with our Digital strategy. Our Client Impact strategy is motivated by the need to create an inclusive culture, empowered by highly engaged people. We are entering a new world that focuses on doing purpose driven work. The kind that fills your day with excitement and determination, because when you love what you do, it never feels like work. We want to create an environment where you feel empowered to act and are surrounded by people who challenge you, support you and inspire you to become the best version of yourself. As an employer, we not only want to attract top talent, but we want you to have the best Sun Life Experience. We strive to Shine Together, Make Life Brighter & Shape the Future What will you do? • Good written and verbal communication skills • Good commitment to customer service and quality • Good research and follow-up skills • Typing skills of 25-30 words per minute  • Proven ability to work independently and in a team environment.  • High level of attention to detail to reduce risk of error with complex work, strong logic, problem solving  • knowledge & understanding of Group/Individual Insurance Products Our engineering career framework helps our engineers to understand the scope, collaborative reach, and levers for impact at every job role and defines the key behaviors and deliverables specific to one’s role and team and plan their career with Sun Life. Your scope of work / key responsibilities: • Processes customer requests in a timely and accurate manner • Meets established quality control measures. • Meets individual productivity requirements. • Communicates with customers through written and oral correspondence • Provides follow up on requests that cannot be immediately resolved. • Build relationships with staff from other departments to ensure queries are responded to in a timely manner. • Escalates issues to management when needed. • Works with management to set daily priorities to ensure prompt and efficient service. • Maintains flexibility in a high speed, demanding team environment. • Identifies process improvements to increase efficiencies and streamline processes. • Actively participates in departmental team meetings and other open forums. • Assists with department projects and initiatives as needed. • Soliciting and compiling information and data related to processing activities. • Using PC applications and functions such as Excel and Word to update and load data sets. • Working with mainframe/CSW/Valet, Ingenium applications • Creating and monitoring the Process Notes • Meeting and exceeding client defined service level metrics on timeliness and accuracy Job Category: Customer Service / OperationsPosting End Date: 30/11/2025