PDSupport Specialist

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:

Job description

The purpose of this role is to ensure accurate and timely administration, data management, and reporting for regional banking partners; coordinate operational requirements and pending new business cases between sales and operations; and deliver actionable insights that support efficient case processing and informed decision-making.

The role also manages WhatsApp-based interactive helpdesk to provide responsive digital support, resolve advisor inquiries, and improve service effectiveness through usage and performance analysis.

Requirement :

• Education: min bachelor’s degree
• Experience: min 2 years’ experience on Insurance Institution, preferable on Distribution Channel in similar role
• Expert in Data Entry report
• Has high initiative & able to work independently by delivering new ideas & putting it into action, by maintaining continuous improvement to enhance efficiency and effectiveness in the department
• Capable of multi-tasking and able to assist and mentor others.
• Have a good communication skill and interpersonal skill.
• Proactive & creative person, eager to learn & take on challenge
• Able to work under minimum supervision, strong team worker & high service oriented
• Strong in data Analytics and Microsoft Office
• Initiative improving to support Project digitalize with AI

Responsibilities

• Ensure accurate and timely data entry and reporting for all regional banking partners to support reliable operational monitoring and informed decision-making.
• Coordinate and follow up on operational requirements and pending new business cases to facilitate timely resolution and efficient case processing.

• Prepare and analyze periodic new business reports across regional banking partners to identify trends, highlight issues, and provide actionable insights to stakeholders.

• Manage the WhatsApp-based interactive helpdesk to provide responsive digital support, resolve advisor inquiries, and improve service effectiveness through usage analysis.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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