Case Associate

2 weeks ago

Waterloo, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**Location**: In-Office at Waterloo King

Are you looking for a career with endless growth opportunities? If you answered ‘yes,’ Sun Life is the right place for you. You’ll get to be part of a supportive culture and community that celebrates each other’s successes and supports one another through learning opportunities.

Reporting to the Team Leader, the Case Associate is responsible for a variety of tasks related to document management, mail distribution, and administrative support.

**What will you do?**
- Manage all aspects of mail and courier services, including returned mail and hard copy settlement documents
- Printing and mailing letters
- Manage imaging tasks
- Handle Policy Mail and Structured Settlements offers
- Coordinate the processing and pickup of cheques
- Fulfill administrative requests from Case Managers and the High Net Worth (HNW) team.
- Sending supplies to Case Managers, HNW, and Underwriting teams.
- Handling fax requests from other insurance companies

**What do you need to succeed?**
- Customer service or administrative experience
- Strong organizational skills and attention to detail
- Effective written and verbal communication skills
- Ability to multitask and prioritize responsibilities effectively in a fast-paced environment

**Preferred skills**
- Experience with managing mail and courier services
- Familiarity with handling cheques, including processing and deposit procedures
- Proficiency with document management, imaging and fax database operations

**What's in it for you ?**
- We’re proud to be recognized as a company with a 2024 Most Trusted Executive team by Great Place to Work® Canada
- Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
- A collaborative and interactive team environment
- Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we’ll match your contributions.
- Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being

**Unique Requirements**
- Depending on work volumes, overtime may be required.
- Vacation time may be limited during peak periods to ensure adequate coverage is maintained.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
42,200/42 200 - 56,900/56 900

**Job Category**:
Customer Service / Operations

**Posting End Date**:
29/04/2025

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