Activity Management Analyst

Manila - Philippines

Yearly Salary: PHP 1 - 3

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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

Contributes to sustaining advisor engagement and program compliance through inquiry management simple issue resolution escalation and nudging.
Responsible for managing program logistics maintaining accurate membership records coordinating training requirements and ensuring smooth onboarding and offboarding processes.
Delivers regular onboarding sessions to new members.
Helps sustain program efficiency through administrative support field communications and routine operational tasks.
Identifies common advisor questions or confusion and flags recurring patterns to the Specialist
Proactively follows up on pending issues invitations or callouts to ensure timely resolution
Responds with empathy and professionalism when assisting advisors escalating only when needed
Ensures accuracy in membership tagging and proactively follows up on missing or unclear advisor records
Prioritizes tasks effectively during high-volume and transition periods
Maintains clarity and professionalism in communication even during process changes or escalations

Preferred skills

Familiarity with administrative processes and program support
Basic understanding of CRM systems and advisor workflows is a plus
Proficiency in Microsoft Excel Outlook and document coordination tools (e.g. SharePoint MS Teams)
Comfortable managing group communications and working across departments
Experience with ticketing systems or helpdesk platforms is an advantage
Exposure to CRM systems (e.g. Salesforce) is a plus

Qualifications

Bachelors degree in Business Operations Communications Marketing or a related field
13 years of experience in program coordination admin support or field-facing operations
Experience working with advisors field teams or customer-facing environments is a plus
Strong attention to detail and organization skills required

Responsibilities

Advisor Engagement & Support (50%)
- Maintain a visible presence from the program team to advisors through online channels.
- Provide prompt response and resolve simple issues raised through online channels.
- Organize timely nudges and reminders via email callouts or SSA coordination.
- Escalate concerns to the specialist or product owner.
- Maintain organized records of advisor issues feedback and follow-ups.
- Document common advisor concerns for the purposes of creating support materials (e.g. FAQs quick guides templates).
- Deliver onboarding sessions to new members on a regular schedule.
Program Administration (50%)
- Maintain CAMP membership lists including active newly onboarded and removed advisors.
- File IT tickets for onboarding (e.g. system access license activation) and offboarding (e.g. access removal) and monitor request fulfillment
- Handle administrative tasks related to Campaigns such as procurement disbursement and leaderboard art cards.
- Handle administrative tasks related Learning Sessions such as logistics attendance and feedback collection.

Job Category:

Sales - Distribution Support

Posting End Date:

29/11/2025

Required Experience:

Job Description:

Job description

Contributes to sustaining advisor engagement and program compliance through inquiry management simple issue resolution escalation and nudging.
Responsible for managing program logistics maintaining accurate membership records coordinating training requirements and ensuring smooth onboarding and offboarding processes.
Delivers regular onboarding sessions to new members.
Helps sustain program efficiency through administrative support field communications and routine operational tasks.
Identifies common advisor questions or confusion and flags recurring patterns to the Specialist
Proactively follows up on pending issues invitations or callouts to ensure timely resolution
Responds with empathy and professionalism when assisting advisors escalating only when needed
Ensures accuracy in membership tagging and proactively follows up on missing or unclear advisor records
Prioritizes tasks effectively during high-volume and transition periods
Maintains clarity and professionalism in communication even during process changes or escalations

Preferred skills

Familiarity with administrative processes and program support
Basic understanding of CRM systems and advisor workflows is a plus
Proficiency in Microsoft Excel Outlook and document coordination tools (e.g. SharePoint MS Teams)
Comfortable managing group communications and working across departments
Experience with ticketing systems or helpdesk platforms is an advantage
Exposure to CRM systems (e.g. Salesforce) is a plus

Qualifications

Bachelors degree in Business Operations Communications Marketing or a related field
13 years of experience in program coordination admin support or field-facing operations
Experience working with advisors field teams or customer-facing environments is a plus
Strong attention to detail and organization skills required

Responsibilities

Advisor Engagement & Support (50%)
- Maintain a visible presence from the program team to advisors through online channels.
- Provide prompt response and resolve simple issues raised through online channels.
- Organize timely nudges and reminders via email callouts or SSA coordination.
- Escalate concerns to the specialist or product owner.
- Maintain organized records of advisor issues feedback and follow-ups.
- Document common advisor concerns for the purposes of creating support materials (e.g. FAQs quick guides templates).
- Deliver onboarding sessions to new members on a regular schedule.
Program Administration (50%)
- Maintain CAMP membership lists including active newly onboarded and removed advisors.
- File IT tickets for onboarding (e.g. system access license activation) and offboarding (e.g. access removal) and monitor request fulfillment
- Handle administrative tasks related to Campaigns such as procurement disbursement and leaderboard art cards.
- Handle administrative tasks related Learning Sessions such as logistics attendance and feedback collection.

Job Category:

Sales - Distribution Support

Posting End Date:

29/11/2025

Required Experience:

Key Skills

Active Directory
Customer Service
End user
Access Points
Deskside Support
Windows
SCCM
Troubleshoot
User Accounts
Desktop
PC
Backup
Setup
hardware
Technical Support

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About Company

Sun Life

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an ... View more

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