Địa chỉ: 29th Floor, Vietcombank Tower, 5 Melinh Square, Ben Nghe Ward, District 1, HCMC
Quy mô: Từ 500 - 999 nhân viên
Mô tả công ty
Founded in March 2013, Sun Life Vietnam aims to provide financial solutions to help customers enjoy a secure and brighter future. Sun Life Vietnam has already established itself as the 6th largest life insurance provider and a market leader and industry pioneer in pensions. For details please visit www.sunlife,com,vn.
Sun Life Vietnam Insurance Company Limited Tuyển Dụng
Role Summary - Provide business insights by performing analyses including statistical and experience studies - Help management understand business statistics and provide insights as well as recommendations on actions to be taken - Monitor the emerging experience relative to the best estimate assumptions, propose updates to the assumptions along with associated financial impact - Prepare reports to regional office and regulators - Calculate reserve and profitability of policies sold Main Accountabilities - Collect data from other departments and perform data analysis to ensure accuracy Application of actuarial techniques and product knowledge to ensure data is reconciled, mapped and transformed into a standard format which is suitable for experience studies and management information - Perform statistical analysis on distribution channels’ performances and provide insightful analysis of results as well as make recommendations to enhance and improve quality of business - Perform experience studies including but not limited to persistency and claim experiences, and monitor these against underlying actuarial assumptions - Measure impact of the difference between actual and expected assumptions under various metrics and propose assumption changes if any - Make recommendations to enhance and improve current processes for data collection and extraction, monitoring and reporting - Calculate reserve, capital and profitability of policies sold - Prepare reports for regional office/regulators - Other tasks assigned by line manager
Bảo hiểm, Sản xuất - Vận hành sản xuất, Marketing - PR
Hồ Chí Minh
Toàn thời gian cố định
Không yêu cầu
Role Summary - Support the technical pricing of new and revamped products to facilitate the execution of the company’s product strategy - Work with different internal stakeholders including but not limited to Valuation team, Product Management team, and distribution channels in the design and development of products - Perform product-related systems UAT and for the new proposal system. - Complete regulatory filings and reports as required in a timely manner. - Assist in ad-hoc requests from other departments. Main Accountabilities - Technical pricing of products - Product-related systems UAT - Preparation of regulatory filing for new products - Other ad hoc tasks as required
- Collaborate with the first line to develop the controls and monitor the implementation of Market Conduct OG, Market Conduct Control Matrix; - Work with Distribution Quality Assurance in implementation of Risk Indicators Management program, Early Watch Alerts; - Conduct the analysis to identify the gaps on operating processes and procedures and recommend the corrective solutions; - Prepare and conduct compliance reviews/testing according to the compliance plan; - Report the findings to management and monitor to make sure that the recommendations implemented; - Assists in the preparation of compliance reports to local and regional management team, responds to internal and external queries according to guidelines, monitors compliance across the business unit; and - Performs all tasks and projects that may be assigned by Senior Compliance Manager and/or Chief Compliance Officer from time to time.
- Develop an understanding of AML/ATF and ABAC regulatory and internal obligations - Perform ongoing monitoring, provide necessary guidance and support to internal clients on AML/ATF and ABAC related matters - Develop and implement AML/ATF and ABAC compliance training courses - Assist to review operating guideline and process documents, perform risk assessments and implement mitigating controls pertaining to AML/ATF and ABAC - Prepare AML/ATF and ABAC management information reports - Plan and execute AML/ATF and ABAC related testing, and support Compliance Subject Matter Experts to perform other compliance testing/reviews in accordance with compliance testing program to assess the compliance with applicable laws, regulations, internal policies and guidelines as well as the effectiveness of control design and implementation - Coordinate with other team members in compliance initiatives and ad-hoc projects as necessary - Perform other duties as assigned by Line Manager and Chief Compliance Officer.
Job Purpose: - This role is designed to provide the HR services in HR operations including: Employee database management, labor contract management and termination, employee relations, labor reports… This role is the key coordinator in all expatriate matters including: foreign worker management such as work permit, visa, residence card, expatriate cost… In addition, this role has to ensure the legal compliance in all HR activities as well as internal compliance of HR practices. Major Accountabilities: • Take accountability in labor contract management to ensure the legal compliance as well as support for decision making of senior HR management level as well as line managers; • Take accountability in managing the labor relations including: labor dispute management, disciplinary, termination… • Manage employees database; • Be the key coordinator for all expatriate matters including: foreign worker management such as work permit, visa, residence card, expatriate cost…; • Maintain completed and updated company policies and coordinate with other HR team to ensure the policies are in line with labor laws; • Manage HR outsourcing vendors; • Organize or co-work with the Trade Union to organize staff activities and provide other HR services; • Conduct periodic HR audit to ensure the proper implementation of HR procedures and practices; act as main contact point for action plans follow up for findings from Internal Audit reviews; • Ensure the legal compliance in all HR activities as well as internal compliance of HR practices. • Other tasks/ projects assigned by Head of Compensation, Benefits and HR services
Job purpose: • As an IT Governance and Quality Assurance senior analyst in Sun Lifes IT organization, the incumbent is responsible for supporting Senior Manager of Information Security & IT Governance in setup/monitor a IT governance, process framework, audit coordination activities, and IT Risks management. Major accountabilities: • Coordinate the development, implementation and adherence to internal processes that will ensure that long-term sustainability and viability of technology products for the organization • Implement KPIs and service levels, and ensure performance levels are met or exceeded • Collaborate with regional teams to implement SDLC and ITSM methodologies/standards • Prepare metrics and engagement status reports; conducts root cause analysis; performs data analytics and statistical process control; • Implement and maintain related IT Policies and Procedures for IT Governance Activities. Ensure quality assurance activities on all IT activities meet SLF policy/ standards. • Main point of contact for internal and external auditors, and ensures monitoring and reporting of remediations • Identify and manage IT risks, as well as ensure IT risks are tracked and remediated properly • Coordinate with other IT function to define IT skills and capability requirements and based on that, determine the training needs . • Support Senior Manager of Information Security & IT governance on another assigned tasks.
Department: Accounting Reporting Manager Title: Manager, system reconciliation & control Job Purpose • Provide and checking accounting rules for new products or product enhancement and for issues related to products day 2, and processes of Accounting, Ops. • Monitor the data uploading process daily including from ING to SL and from SL to Sun system to ensure the data uploaded timely and completely. • Prepare adjustment entries related to system issues and import to Sun; check monthly charge back reports from other BUs and confirm interco balance with related BUs. • GL admin role and other tasks assigned by line manager. Major Accountabilities • Provide and check accounting rules for new products or product enhancement and for issues related to products day 2, and processes of Accounting, Ops. + Joining the meetings as timelines. + Providing the accounting entries for the new products/product enhancement or system issues. + Checking the Accounting entries when the OPs perform fixing for error policies or when UAT for the new products. + Monthly meetings with IT & product team to prioritize the implementation of product’ errors in the pending list. + Create requests for IT to do. + Test: create a test case to perform on Ingenium,check the test cases, confirm test results. • Monitor the data uploading process daily including from ING to SL and from SL to Sun system to ensure the data uploaded timely and completely. Co-ordinate with IT and others to resolve incurred issues during the uploading. + Check data imported from Ingenium system to SL system to ensure data fully imported. + Take notes of the mistaken policies, then ask OP check and update properly, in case of unable to fix immediately, update to the pending list. + Daily check the policyholders’ expenses incurred on ING and make the adjusting entries to adjust any incorrect accounting entries (if any). • Month-end tasks : + EOM booking: prepare all Accounting entries that relating the systems need to adjust or any accounting entries have not been captured in current systems. + Co-ordinate with other BUs and related departments on verifying the nature, amount, account code and cost center for monthly charge back booking; follow up with BUs for any missing supporting documents. • GL admin : + Create new account codes, new analysis codes in Sun system and Sub-ledger as users’ requests. + Raise issues relating to Accounting’s system to IT and then follow-up until it resolved. + Maintain files and documentation thoroughly and accurately in accordance with company policy/procedure and regulation. • Others: + Assist in auditing activities by providing necessary information and preparing requested documentations. + Respond to accounting inquiries from management in a timely basis. + Others as assigned by line manager.
Job Purpose: • Expense accountant cross-check the payment documents received from payable accountant to ensure compliance with company policy and tax regulation. • Prepare the accounting entries related to payment (Receivable, payable) for suppliers, employees, policy holder and tax. • Prepare the accounting entries: fixed asset depreciation, expense accrual and ensure they are all complete and accurate. Major Accountabilities: • Cross-check the payment documents received from payable accountant to ensure compliance with company policy and tax regulation. • Prepare the accounting entries related to payment (Receivable, payable) for suppliers, employees, policy holder and tax. • Prepare the adjustment accounting entries for auto system entries related to payment. • Co-ordinate with other department (GS, IT) to control FA in line with company’s policy. • Prepare the monthly accounting entries: fixed asset depreciation, expense accrual and ensure they are all complete and accurate. • Reconcile the related account balance.
Job purpose: Being responsible for overseeing the Operation Excellence team including Process excellence, MIS/dashboard, Data analytics, Capacity analysis, IT single point of contact for Client Services function & Business project management, Risk management. Major accountabilities 1. Recommend business process improvement opportunities, including capacity analysis that will improve Client experience and Operation’s ability to effectively and efficiently run the business with quality assurance. 2. Partner with IT and business representatives to define, and implement a common project management framework for business and IT projects. Be IT single point of contact (SPOC) and business PM on all cross function projects Ensure usage and adoption of standardized best-practice project management methods to ensure project management implementation according to agreed-upon timeframe, budget, scope, etc 3. Consolidate and analyze operational, productivity and sales data available to identify gaps and root causes of systemic operational, sales and financial issues in Operations 4. Implement the Incident Reporting process, monitor the progress of recommendations in order to move forward on Operations gap action plans 5. Be Brighter Way champion of Client Services function to promote continuous improvement and high performance culture 6. Collaborate with Operations leaders, IT and other business partners in developing tools to manipulate, store, analyze Operations data for management purposes In charge of all Operation dashboards/MIS for management team 7. Monitor staff performance and provide continuous feedback to encourage and support staffs’ professional development and guide training programs implementation
Department: Talent Development & Engagement Reporting Manager Title: Heads of Talent Development & Engagement The role of Senior Specialist, Talent Development & Engagement is designed to drive, execute and manage initiatives and daily operations of the company in the area of talent development & engagement to support department strategy & priorities. Major Accountabilities Identify 5-6 major accountabilities. Describe these accountabilities by what is to be accomplished, how and why. Include the approximate percentage of time spent on each accountability. Use action verbs to begin each statement. Avoid the use of acronyms. 1. Training activities: • Support & advice learning activities suitable with employees and leaders development plan which maximizing learning efficiency. • Implement trainings plan to employees using a variety of instructional techniques with internal instructors or vendors; • Monitor & evaluate training activities aligned with business requirements & propose solution/ improvement for efficiency. • Providing support to and review the learning and development vendor ensuring delivery against the objectives. Evaluate and coaching internal/ external trainers for improvement 2. Employee engagement, culture and values development • Organize employee engagement activities that building the high performance culture (collaboration, teamwork, client focus, empowerment…) to promoting Sun Life practices & make our company is a best place to work. 3. Talent development: • Coordinate and support annual talent review process. Ensure data are prepared and organized in a professional manner; • Support Head of Department follow up progress/ tracking report on employee development plan • Coordinate with HR RM to implement the performance management process and practices. Follow up with HR RM to ensure there is actions to improve the performance of employees. 4. Other HR projects or tasks as assigned. Performance Indicators (if necessary) Finance Metrics (If relevant, describe type and amount (e.g. size of budget managed, revenue, etc.) Training activities budget Sales Metrics (If relevant, describe type and amount.) Training survey result with NPS
Job Purpose Work in partnership with the business leaders of the assigned account (functions/ departments) to provide customer focused HR support and solutions to add value to the business and to embed talent strategy in conjunction with specialist HR functions. Work with the people leaders and line manager in implementing the business strategy of the department/s into HR plan/s. Work with the people leaders to get their feedback on HR practices and services as the key input for improvement. Major Accountabilities 1. Talent Acquisition: • Implement and execute a recruiting plan to fill current openings positions • Build a pipeline of talent to fill future openings as the company continues rapid growth • Develop strong relationships with hiring managers to obtain understanding of position and department needs • Work with people leaders in forecasting and planning the talent pipeline requirements in line with the department’s business strategy. • Work with people leader in recruiting and placement of the best-fit talents from the market within agreed service level agreement. • Work with line managers to ensure that new employees have memorable first experience as part of the on-boarding process. 2. Relationship Management - support the people leaders and line management of the assigned account in the following: • (Talent Management) Work with people leader in managing talents and key talents metric to ensure the execution and durability of the assigned departments. • (Performance Management) Work closely with the people leader and line management to ensure that Performance Management Process is implemented consistently, fairly and as an integrated process across the department. Ensure that management and staff are well versed with the process, and utilize it in their day-to-day people and work management. Work with the Talent Development Team to conduct Performance Improvement learning sessions as required. • (Compensation Management) Work closely with the business leader and line management in ensuring fair, objective and consistent implementation of the various compensation programs (annual salary review, AIP, off cycle review). Work with Compensation Team for any off-cycle salary recommendations, promotions, evaluation and pricing of newly-created and/or revised jobs. • (Employee Relations) Work with the line manager or assigned HR specialist area in developing employee relations programs in order to create a positive, ethical, effective and productive work environment. Implement approved disciplinary measures, as required, in cases of violation of company rules, policies and procedures and Code of Business Conduct. May conduct actual investigation of reported violations. • (Personnel Budget Management Support) Work with Compensation & Benefit to review the monthly personnel expense report and address any issues or requirements from the department/s. • Build up and maintain a closed relationship with internal customers and ensure that business needs are supported in the place from HR relationship management perspective. • Work closely with line management of defined support area in structuring, internal moving and developing their respective teams and support agreed action plans. 3. HR practices champion: • Implement HR practices and policies to ensure consistent application in the department. • Promote feedback for line management and employees to aid HR functions in continuous improvement of its services and processes. • Contribute to the structure review of the assigned departments with simple review of improving efficiency and new roles created/ current roles revised at GCF 6 and below. • Involve specific projects as well as participate in functional and cross-functional initiatives as assigned time to time. • Provide value-added advice, practical ideas and support line management where appropriate to make the internal customers get the expected value from HR relationship role. • Understand employee experience and anticipate their needs and concerns.
Hành chính - Văn phòng, Dịch vụ, Khách sạn - Nhà hàng
Hồ Chí Minh
Toàn thời gian cố định
Không yêu cầu
Job purpose Trực quầy lễ tân, trực tổng đài điện thoại và tiếp đón khách đến giao dịch với công ty, hỗ trợ một số công việc hành chính khác của phòng. Major accountabilities 1. Tiếp nhận điện thoại và chuyển đến các nhân viên, bộ phận liên quan. Cập nhật danh bạ điện thoại trên share drive của Công ty. 2. Nhận thư từ, tiếp đón khách đến làm việc và giao dịch với công ty, hỗ trợ đặt/theo dõi phòng họp, hỗ trợ hậu cần cho các cuộc họp VNET (đặt đồ ăn, thức uống), đăng ký các mẫu biểu với ban quản lý tòa nhà 3. Một số công việc hành chính khác của phòng (đặt nước uống cho HO, đặt con dấu, tổng hợp các đơn hàng văn phòng phẩm, tạp phẩm hàng quý của các văn phòng trên toàn quốc, hỗ trợ giám sát công việc của nhân viên bảo vệ, tạp vụ tại HO) 4. Khác (as assigned)
Department: Claims, Client Services Reporting Manager Title: Head of Claims Job Purpose: - Reviews claim cases to determine validity and verification of coverage. - Appraises and approves benefit claims within prescribed approval limits - Be able to provide the response to inquiries and complaints related to claims from claimants, advisors, other departments. Major Accountabilities: 1. Review claim cases and require for further information (from the clients or investigation) if necessary. 2. Assess and give claim decision within approval limit 3. Seek higher level’s decision for the cases that are over approval limit or complicated 4. Doing investigate in the claim cases need investigation. 5. Co-operate with Accountant for payment claim benefit as soon as possible 6. Co-operate with Legal depart. for seeking advice for complex cases that could lead to litigation 7. Co-operate with Compliance department for the fraud cases or suspected cases 8. Handle complaints and respond enquiries that related to claims from clients, advisor, other departments. 9. Other tasks assigned by manager and leader. 10. Support Sale force when necessary. Performance Indicators (if necessary) Finance Metrics (If relevant, describe type and amount (e.g. size of budget managed, revenue, etc.) Sales Metrics (If relevant, describe type and amount.)
If you are fresh graduates who are comfortable working with data, love analyzing with possible, energetic approach to work and are looking for career opportunities, lets join Sun Life Financial - a leading financial services company. Applied areas: - Actuarial & Products - Finance - Information Technology - Human Resources - Distribution Planning & Initiatives Benefits - Attractive monthly allowances - Clear 12-month development plan
Job Purpose • As a Project Coordinator in Sun Lifes IT organization, the incumbent will be responsible for co-ordinating, monitoring and implementing projects in support of Sun Life’s business plans and goals. • The Project Coordinator role has a co-responsibility for complete life cycle management and accountability of project initiatives assigned, ensuring compliance to SLF project management policies, standards and procedures. • With assignment of Project Manager, Project Coordinator leads a small project team members that are assigned with a matrix management model • Support IT Business Partner/ Account Manager to communicate and update project related things to business functions Major Accountabilities: • Manage all phases of IT application development projects, including initiation, planning, execution, implementation, and post-implementation activities, leveraging best practice standards and processes set out by the PMO and other industry organizations (including PMI) • Develop detailed project plan, cost estimation, resource planning for modules in projects in conjunction with project team members and other involved IT and business teams • Manage project scope and risks. Investigate and make recommendations on issues that challenge scope boundaries • Monitor and report on project traction and progress and, as necessary, coordinate the development, discussion, propose corrective action and/or contingency plans • Create project status reports highlighting critical issues and status of the project to Project Manager and project skateholders • Manage client relations to ensure that project delivery expectations are specified and met • Engage project stakeholders and communicate project updates to ensure buy in and project success (examples: meetings, status updates) • Work with multi-site project teams across time zones • Plan and implement change management work as project deliverables are rolled out, including activities such as training, communication, and documentation • Ensure project deliverables meet/exceed the project sponsors specified expectations • Ensure project activities and deliverables adhere to internal quality standards Department: IT Reporting Manager Title: Senior Manager
Job Purpose • The Agency Development (AD) Coordinator Senior Officer under Distribution department is both a hands-on role that provides full cycle AD administration support to ensure an internal good service provided to the all agency development (AD) team for business achievement. • The role is critical in executing our people policies and initiatives, providing great internal customer support, internal communication and data management. Major Accountabilities 1. Recruitment, On-board and Termination Be responsible for recruitment, on-board and termination according to procedure, including: • Review request for recruitment; prepare and post job ads; use suitable sources to search and approach potential candidates from both internal and external; collect, shortlist and assist line manager to conduct primary interviews for AD positions, organize and arrange for related Department Head to have interviews with candidates; • Conduct background check; prepare offer letter and contract for qualified candidates. • Arrange on-boarding activities, conduct orientation program. • Be responsible for termination activities (inform to relating departments, complete exit checklist procedure, issue termination letter,…) • Manage AD database (update information for Distribution Administration team to update record in the system when there is any agency status change…) 2. Compensation, Benefits and budget management • Assist line manager to implement/ execute compensation and benefit packages, allocate budget for AD according to approved policies. • Cooperate with Finance/ Compensation team to update information used for compensation and benefit, coordinate with relevant departments on payment, • Monitor compensation and benefits documentation, coordinate with relevant departments on claim and payment process. 3. Performance review and budget management • Update AD performance report/ analysis. • Track cost; provide report relating headcount movement, expense/budget, income… 4. Other tasks • Make regular and ad-hoc reports as requested • Support to register training sessions/ workshops which required by law, company policies… • Fulfil other tasks as assigned by line manager Department: Agency Planning & Initiatives Reporting Manager Title: Associate Manager
Hành chính - Văn phòng, Sinh viên mới tốt nghiệp - Thực tập, Bảo hiểm
Hồ Chí Minh
Toàn thời gian cố định
Không yêu cầu
- Handle the administration of new applications. - Review and ensure applications documents are complete and premium is matching the illustration/Quotation, seek clarification when needed. - Encode application details with 100% accuracy and within agreed turnaround time. - Monitor Daily Settled Report and ensure it is consistent with the policy. - Scan application files and ensure scan documents are complete before moving to online storage. - Perform other tasks as assigned.
Hồ Chí Minh – Temp 8 months Job purpose • This role is a member of the New Business team, and will provide a wide range of administrative services in support of agency sales. • This role will also facilitate the day to day activities within the new business environment and ensure the work load distribution is well organized and continuously contribute to building to Sun Life Vietnam’s growth Job Description: • Handle the administration of new business applications using Ingenium and other system applications • Review and ensure applications/ member-related information are complete with 100% accuracy and the premium is matching with the illustration/Quotation, seek clarification when needed • Arrange for required premiums to be paid, ensure accurate billing and allocation of premium/contribution on the system • Correspond with Sales on required policy or member information • Prepare application files for hand-over to Underwriters. Correspond with Sales on required underwriting information, as delegated • Monitor daily pending applications and ensure follow-up is in order • Ensure scanned documents are complete before moving to online storage • Report production issues promptly following the Incident Reporting Process • Bind policy kit and deliver to branch timely • Perform other new business functions as assigned, i.e. payment to clinics for medical requirements ensuring the billed amount matches the requirements, policy kit assembly ensuring policy summary details match the system information, processing refunds for reject and cancelled policies, follow-up overdue acknowledgment receipts and update the system for end of free look period upon receipt of valid acknowledgment receipts and file document accordingly, track substandard policies ensuring system details match the policy summary premium amount and Acceptance of Offer, track policies settled over SLV retention limit for reporting to A&P and ensure underwriting cession form is in order • Work closely with the Head, New Business and/or Underwriting to identify key new business issues and provide resolutions • Investigate and resolve escalated issues or complaints • Provide training/direction to team members as required • Maintain quality and standards of organization individual and corporate parts in all areas of concern, i.e., new business, policy issue and delivery, refund, pending cases • Manage UAT processes to ensure projects complete timely and good result
Identify 5-6 major accountabilities. Describe these accountabilities by what is to be accomplished, how and why. Include the approximate percentage of time spent on each accountability. Use action verbs to begin each statement. Avoid the use of acronyms. - Receive and check agent’s documents, provide instruction and support AD, DTD during recruitment process. - Record agent information to system and file hard copy of agent’s documents - Co-work with related departments – F&A, Ops, IT, A&P to assure sale quality and provide best service/support to Sale force - Contribute to and involve in system enhancement - Execute DA process accurately and efficiently
• Responsible for overseeing Client Service of one territory. Ensure that the needs of clients are being satisfied. Provide excellent Client Service and promote this idea throughout the organization • Objective of this job: helping to develop and implement a client service standard for an entire organization, finding ways to measure clients’ satisfaction and improve services, managing a team of client service staffs, handling face-to-face complicated enquiries from clients or sale force • In overall, Manager, Customer Service is expected to understand and satisfy Sun Life Viet Nam clients’ requirements and exceed their expectations if possible • Ensure walk-in advisors and clients receive service timely, professional assistance and accurate information in order to retain business and help generate new ones. • Oversee the achievement and maintenance of agreed clients service levels and standards • Monitors team performance, reports on statistics, recommends and implements changes to continually improve work productivity Doing investigate in the claim cases need investigation • Analyze relevant data to determine customer service outputs. Identify and implement strategies to improve quality of service, productivity and profitability • Co-ordinate and manage client service projects and initiatives • Evaluate and performance manage staff. Identify and address staff training and coaching needs