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Job Description:
Job purpose
The position will perform all monitoring and review activities establish follow-up reporting systems and implement process improvement activities relating specifically to Policy Delivery Monitoring and Governance, Application Error Monitoring Report, Branch Quality Health Check Analytics Report (Quality Health Check Data) and assistance on other Quality Monitoring activities as deemed necessary. Through these quality monitoring procedures, SLOCPI shall comply with market conduct standards, mitigate sales practices risk, and promote quality sales practices in the agency which are supportive of the Most Respected Agency core values.
Major accountabilities
Monitoring and review: Identify and review policies/cases covered by the rules of Policy Delivery Monitoring and Governance, Application Error Monitoring Report and Branch Quality Health Check Analytics Report (Quality Health Check Data) as covered by market conduct guidelines (MCG). Provides full and summary reports to QM Manager/AG-SQM Team.
40%
Communication and reporting: Send email notices/callouts to the affected field managers /advisors and monitor response based on Policy Delivery Monitoring and Governance procedures. Determine and prepare escalation callouts/documents to partner Business Units. Maintain a database and prepare summary reports as needed by the business unit.
40%
Process improvement: Participate/collaborate with partner business units for enhancements (i.e. business requirements, UAT, change requests). Maintain the procedures manual to ensure that it is current and regularly review the procedures against changes in company policies and/or external regulations. Implement agreed changes in the procedures as required by the business.
20%
Specialized knowledge
Technical Skills
Leadership Skills
Problem solving
Education
.College graduate of any course
Experience
At least 3 years work experience in any industry that involves any or all of the following: data extraction, data review using defined parameters, reports generation and data analysis.
Communication scope
Job Category:
Sales - Distribution SupportPosting End Date:
29/04/2026Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.
Job ID: 139529277