Insurance Operations Coordinator

4 weeks ago


Montreal, Quebec, Canada Sun Life Full time

Sun Life is hiring a Case Associate to join our dynamic team focused on delivering exceptional quality of service. This role offers opportunities for growth and professional development within the same team towards Intermediate and Senior positions.

As a Case Associate, you will be responsible for administering insurance proposals from application verification to contract mailing. Your key responsibilities will include:

• Analyzing applications and submitting supporting documents to medical underwriters as needed;

• Adjusting accounting entries and arranging premium payments;

• Issuing or declining contracts and communicating with advisors and clients via phone and email;

The ideal candidate will possess excellent customer service skills, bilingualism in French and English (oral and written), and the ability to work effectively in a team. You should also have strong problem-solving skills, attention to detail, and the ability to adapt to changing priorities.

To succeed in this role, you will need to have knowledge of individual insurance products, Sun Life systems, and Brighter Way Management Systems. Additionally, you should be able to work well under pressure and maintain a positive attitude in a fast-paced environment.

This position requires a minimum commitment of 18 months due to extensive training on all facets of the job. Overtime may be required, but this will be discussed during the hiring process.

We estimate the annual salary for this position to be around $55,000-$65,000, depending on location and experience. If you are a motivated and organized individual looking for a challenging role, please consider applying.



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