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

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