Process Associate

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Process Associate

Job Description (Process Associate)

Role Description

The role of the Process Associate is to process transactions related to Mutual Funds to meet expected levels of quality and speed. He / She is responsible for communicating in writing with advisors regarding transactions and requirements and with various other departments for follow up or escalations as per business requirements.

Education/Experience

• Minimum - Graduate
• Minimum1- 2 years of customer service experience in Indian Insurance or International BPOs (Non Voice)
• Fresher's can also be considered

Skills/Knowledge/Competencies

• Strong analytical and problem solving skills
• Excellent Keyboard Skills
• Strong Mathematical Skills
• Strong team player
• Strong written and verbal communication skills
• Business E-mail writing
• Strong commitment to customer service and quality

• Strong research and follow-up skills
• Proven ability to work independently and in a team environment

Responsibilities

• Process transactions to meet and exceed defined service levels of quality, speed and productivity.
• Communicate with advisors and internal partners through written correspondence
• Follow up on requests that cannot be immediately resolved
• Build relationships with staff from other departments to ensure queries are responded to in a timely manner
• Escalate issues to management when needed
• Work with management to set daily priorities to ensure prompt and efficient service
• Maintain flexibility in a high speed, demanding team environment
• Identify process improvements to increase efficiencies and streamline processes
• Actively participate in departmental team meetings and other open forums
• Assist in department projects and initiatives as needed
• Solicit and compile information and data related to processing activities
• Using PC application and functions such as Excel and Word to update and load data sets

Values and Behavior

• Customer Service Orientation
• Quality Orientation
• Appreciation for effective on the job coaching and feedback

Job Category:

Customer Service / Operations

Posting End Date:

29/10/2026