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:

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

1. 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

2. Performs the following as may be assigned:

Conducts user acceptance testing of new/enhanced system applications;
Prepares daily and monthly statistical reports; or
Prepares various pre-formatted correspondences and facilitates client’s computation requests using various worksheets within the scope or authority limit.

3. Reviews and recommends necessary adjustments related to the following transactions

APA Exception Report
APO Cancellation (Life)
APP Exemption Report
APP Misc. Suspense Register
APP Overdue Report
APP Zero Fund Balance report
Overloan Exception
Post Disbursement (Unposted CAS transaction)
Post Disbursement (Unreconciled Exception Rpt)

4. Handles and resolves simple to complex inquiries inSales Force Email to Case related to minor and major accounts for processing and reversals from clients, advisors or internal business partners such as Client Care, Client Service Centers, Claims and New Business

6. Participates in continuous work improvement projects or client service initiatives

Preferred skills (heading) / Compétences particulières (titre)

Puts the Client First
Delivers Business Value
Builds Effective Relationships
Executes With Excellence
Brings the Best

Job Category:

Customer Service / Operations

Posting End Date:

16/07/2026