Senior Case Associate

3 weeks ago

Waterloo, Canada Sun Life Financial Full time

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The New Business Team, New business and Replacement/Transformation is hiring a new 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.

Main responsibilities
 
The 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.

Skills

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
• Customer service orientation;
• Ability to communicate effectively in writing and over the phone;
• Flexibility and ability to adapt to changing priorities;
• Positive state of mind and enthusiasm;
• Attention to detail;
• Able to work well in a team;
• Ability to solve problems and suggest improvements to processes and practices;
• Ability to organize work to meet deadlines.

Strengths


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

• Knowledge of Brighter Way Management Systems (BWMS) and processes

Remarks / special requirements
Overtime may be required

As training on all facets of this position requires 18 months, candidates are required to commit to working in this position for at least 18 months.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. 

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.

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