Senior Case Associate

2 weeks ago


Waterloo, Ontario, Canada Sun Life Full time

Job Title: Senior Case Associate

Job Summary:

We are seeking a highly skilled and detail-oriented Senior Case Associate to join our team at Sun Life. As a Senior Case Associate, you will be responsible for the administration of insurance proposals, from verification to mailing of contracts. Your primary focus will be on ensuring the quality of service and providing excellent customer experience.

Main Responsibilities:

• Analyze insurance applications and submit records to medical underwriters as needed
• Adjust accounting entries and arrange for premiums to be paid
• Issue or decline contracts and communicate with advisors and clients
• Provide daily updates to advisors via phone and email
• Handle sensitive situations and confidential information with discretion

Requirements:

• Bilingualism (French and English) is required for communication with clients across Canada and worldwide
• Excellent customer service skills and 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 and ability to work well in a team
• Ability to solve problems and suggest improvements to processes and practices

Preferred Qualifications:

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

What We Offer:

• Opportunity to work in a dynamic team focused on quality of service
• Opportunities for growth and development within the team
• Competitive compensation and benefits package



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