Associate, Title Change
Associate, Title Change
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Salary Not Disclosed
1 Vacancy
Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:
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) / Comptences particulires (titre)
- Graduate of a 4-year course
- At least 2year 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 CAS Salesforce LGS templates Salesforce CPMA and other Window applications.
Responsibilities (heading) / Responsabilits (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 ones 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/advisors 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 / OperationsPosting End Date:
30/10/2025Required Experience:
IC
Employment Type
Full-Time
