Bsd Analyst 1

SunLife

Policy and plan adjustment processing
Reversal transaction handling
Sales force email to case support
The position is responsible for the accurate and timely processing of Policy and Plan related Adjustment and Reversal transactions

Job Summary

  • The position is responsible for the accurate and timely processing of Policy and Plan related Adjustment and Reversal transactions.
  • Employees will handle inquiries from clients, advisors, and internal business partners regarding minor and major accounts.
  • The role involves conducting user acceptance testing for new system applications and preparing various statistical reports.

Matching Summary

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

Skills & Requirements

Must-have

  • Policy and Plan Adjustment processing
  • Reversal transaction handling
  • Sales Force Email to Case support
  • Client inquiry resolution
  • Statistical report preparation

Nice-to-have

  • User acceptance testing experience
  • Continuous work improvement mindset
  • Effective relationship building skills
  • Client-first service orientation

Key Requirements

  • Knowledge of insurance policy adjustments
  • Experience with claims and account processing
  • Ability to resolve complex client inquiries

Work Rights

Not specified

Tailored Resume

Cover Letter