Insurance Proposal Administrator

4 weeks ago


Waterloo, Ontario, Canada Sun Life Full time

Job Summary

The New Business Team at Sun Life is seeking a highly skilled Case Associate to join our dynamic team focused on delivering exceptional quality of service. As a Case Associate, you will play a crucial role in the administration of insurance proposals, from verification to mailing of contracts.

Main Responsibilities

The successful candidate will be responsible for analyzing applications, submitting records to medical underwriters as needed, adjusting accounting entries, and arranging for premiums to be paid. They will also be responsible for issuing or declining contracts and communicating with advisors and direct clients.

Key Skills

The ideal candidate will possess excellent customer service orientation, effective communication skills, both written and verbal, and the ability to adapt to changing priorities. They will also have a positive attitude, attention to detail, and the ability to work well in a team.

Requirements

The successful candidate will have knowledge of individual insurance products, Sun Life systems, and Brighter Way Management Systems. They will also be required to commit to working in this position for at least 18 months to ensure adequate training and development.

Working Conditions

Overtime may be required, and the successful candidate will be expected to work in a fast-paced environment with multiple priorities. They will also be required to maintain confidentiality and handle sensitive situations with discretion.



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