Senior Case Associate

4 days ago

Montreal, Quebec, Canada Sun Life Financial Full time
Senior Case Associate

At Sun Life Financial, we're seeking a highly skilled and detail-oriented Senior Case Associate to join our team. As a key member of our Issue Team, you will play a critical role in the administration of insurance proposals, from verification to mailing of contracts.

Key Responsibilities:

  • Analyze applications and submit records to medical underwriters as needed
  • Adjust accounting entries and arrange for premiums to be paid
  • Communicate with advisors and clients via phone and email to ensure timely and accurate information exchange
  • Issue or decline contracts based on application analysis

Requirements:

  • Bilingualism (French and English) to communicate with clients across Canada and worldwide
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with multiple priorities
  • Knowledge of Sun Life systems (Ingenium, MLIF, customer service desk)

What We Offer:

  • Flexible benefits to meet the needs of you and your family
  • Hybrid work environment with flexibility to work from home or in the office
  • Opportunities for growth and development within the team
  • A supportive and inclusive work environment

About Sun Life Financial:

We're a leading international financial services organization dedicated to helping clients achieve lifetime financial security and live healthier lives. Our purpose is to make a positive impact on people's lives, and we're committed to creating a diverse and inclusive workplace where everyone can thrive.

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