Insurance Proposal Administrator

3 weeks ago


Montreal, Quebec, Canada Sun Life Full time

Job Title: Senior Case Associate

Job Summary:

The New Business Team at Sun Life is seeking a highly skilled and detail-oriented Case Associate to join our dynamic team. As a Case Associate, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.

Main Responsibilities:

The Case Associate will analyze applications, submit records to medical underwriters as needed, adjust accounting entries, arrange for premiums to be paid, issue or decline contracts, and communicate with advisors and clients. Effective communication is key, and the Associate will communicate daily with advisors by telephone and email to ensure they are aware of the status of the file and have all the necessary information.

Requirements:

To be successful in this role, you will require:

  • Bilingualism (French and English) to answer calls from 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 attitude 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.

Preferred Qualifications:

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

Remarks:

Overtime may be required, and candidates are required to commit to working in this position for at least 18 months due to the extensive training required.


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