Bilingual Senior Case Associate

2 weeks ago

Montreal, Canada Sun Life Financial Full time
Bilingual Senior Case Associate

Location: hybrid

The Issue Team, New business and Replacement/Transformation is hiring a new Senior Case Associate. You are versatile, you know how to combine quality and production and your priority is the customer? You are then the perfect candidate to be part of our dynamic team focused on the quality of service Opportunities to evolve exist within the same team towards Intermediate and Senior.

What will you do?

The Senior Case Associate is responsible for the administration of insurance proposals, from the verification of the application to the mailing of the contract. His / her responsibilities include analyzing the application, submitting, as needed, records to medical underwriters, adjusting accounting entries and arranging for premiums to be paid, issuing or declining the contract, and of course communications with advisors, our direct clients. The Associate communicates daily with the advisors, by telephone and email, to ensure that they are aware of the status of the file and have all the information we need to establish the contract. Some of the information discussed is confidential and sometimes it is necessary to deal with sensitive situations regarding our policyholders and advisors.

What do you need to succeed?

  1. Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
  2. Customer service orientation.
  3. Ability to communicate effectively in writing and over the phone.
  4. Flexibility and ability to adapt to changing priorities.
  5. Attention to detail.
  6. Able to work well in a team.
  7. Ability to solve problems and suggest improvements to processes and practices.
  8. Ability to organize work to meet deadlines.

Assets:

  1. Knowledge of individual insurance products.
  2. Knowledge of Sun Life systems (Ingenium, MLIF, customer service desk).

Reasons why you should join us under the sun:

  1. A caring, supportive, and inclusive culture.
  2. Time off giving you the flexibility to focus on the moments that matter. 15 days vacation per year.
  3. Flexible Benefits from the day you join to meet the needs of you and your family.
  4. As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.

Remarks / special requirements:

  1. Overtime may be required.
  2. As the complete training for this position requires 18 months, candidates are required to commit to working in this position for at least 18 months.

This role offers a competitive salary that is based on the combination of experience level, skills and knowledge.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category: Customer Service / Operations

Posting End Date: 10/09/2024

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