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BSD Analyst 1

Sun Life Financial

, , philippines, , , philippines, Philippines Full-time July 10, 2026
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Vacancy Description

Job Description: The position is responsible for the accurate and timely processing of Policy and Plan related Adjustment and Reversal.

Responsibilities

  • Processes the following service requests in accordance with the company’s procedures, standards and guidelines:
    • Advance Premium Payment Cancellation
    • FC Dep Validation
    • Plan Surrender Quote
    • Agents Deficiency Adjustment
    • Bounced Check
    • Change Dividend Option
    • Change Endowment Payout Check Cancellation
    • Claims Adjustment Clearing (Error Account)
    • Detailed Statement
    • Disbursement of Variable Fund (VARFU)
    • Dividend Reimbursement Report
    • Plan Surrender Plan Termination Reimbursement Report
    • Plan Untagging
    • Posting of Disbursements RTS Check Cancellation and Reversal
    • Special Account Adjustment and Reversal
    • Suspense Adjustment Waiver
  • Performs the following as may be a...

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