Associate, Title Change (Fixed Term)

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:

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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) / Comptences particulires (titre)

• Graduate of a 4-year course

  At least 2 years experience in Policy Administration.

Qualifications (heading) / Comptences (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) / Responsabilits (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.

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