Client Service Representative

2 weeks ago


Montreal, Quebec, Canada Sun Life Full time

New Business Team Job Description

The New Business Team at Sun Life is seeking an experienced professional to join our dynamic team as a Senior Case Associate. As a key member of our team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.

Main Responsibilities

The Senior Case Associate will be responsible for analyzing applications, submitting records to medical underwriters, adjusting accounting entries, arranging premium payments, issuing or declining contracts, and communicating with advisors and clients.

Key Skills and Qualifications

  • Bilingualism in French and English, both oral and written, to communicate with clients across Canada and worldwide.
  • Excellent customer service orientation and communication skills.
  • Ability to work in a fast-paced environment with changing priorities.
  • Attention to detail and ability to solve problems.
  • Ability to work well in a team and adapt to new processes and practices.

Required Knowledge and Experience

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

Additional Requirements

Overtime may be required, and candidates must commit to working in this position for at least 18 months for comprehensive training.



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