Senior Case Associate

1 week ago


Waterloo, Ontario, Canada Sun Life Full time

Job Title: Senior Case Associate

Job Summary:

We are seeking a highly skilled and detail-oriented Senior Case Associate to join our team at Sun Life. As a Senior Case Associate, you will be responsible for the administration of insurance proposals, from verification to mailing of contracts. Your primary focus will be on providing exceptional customer service, ensuring timely and accurate processing of applications, and maintaining strong relationships with advisors and clients.

Main Responsibilities:

• Analyze and verify insurance applications to ensure accuracy and completeness
• Submit records to medical underwriters as needed
• Adjust accounting entries and arrange for premium payments
• Issue or decline contracts, and communicate with advisors and clients
• Provide daily updates to advisors on the status of files and ensure they have all necessary information

Requirements:

• Bilingualism (French and English) is required for communication with clients across Canada and worldwide
• Excellent customer service orientation and communication skills
• Ability to work in a fast-paced environment with changing priorities
• Positive attitude and enthusiasm
• Attention to detail and ability to work well in a team
• Ability to solve problems and suggest improvements to processes and practices

Preferred Qualifications:

• Knowledge of individual insurance products and Sun Life systems (Ingenium, MLIF, customer service desk)
• Familiarity with Brighter Way Management Systems (BWMS) and processes

What We Offer:

• Competitive salary and benefits package
• Opportunities for growth and professional development
• Collaborative and dynamic work environment



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