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Case Manager

2 weeks ago

Montréal, 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**: Hybrid

**What will you do ?**
- Provide proactive and consistent information to advisors regularly
- Work directly with, and support, top tier strategic partner advisors
- Handle administrative and medical requirements including plan reviews, anti-money laundering, placing orders, and following up to expedite the underwriting requirements
- Build business relationships with independent channel distribution partners, advisors, and back-office staff
- Find creative solutions that work for the Advisor, the client and Sun Life

**What do you need to succeed?**
- Exceptional communication (verbal and written) and client service skills in** both Mandarin & English**
- A positive, enthusiastic, and team-oriented mindset
- A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment
- Excellent attention to detail and analytical skills with strong mathematical aptitude
- Results oriented and motivated to meet production targets on a daily basis
- Skilled in problem-solving with a focus on process improvement
- Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint) is an asset
- Knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW) is an asset
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

**What can we offer you?**
- Trusting, diverse and inclusive working environments
- Supportive leadership who’s focused on your success and well-being
- A hybrid environment with options to work from home and in the office
- Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities

**We also have a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives. This includes**:

- Comprehensive benefits
- Assistance with securing your financial future through a competitive retirement matching program and stocks options
- Annual bonus program
- Wellness programs, benefits, and health incentives
- Paid vacation
- Additional paid days off to support family/personal care and emergencies
- Time off for enrichment experiences through a unique sabbatical program
- Investment in not-for-profit organizations that are important to you
- Top up benefit for maternity/paternity leave

**What else should you know?**
- Depending on work volumes, overtime may be required.
- Vacation time may be limited during peak periods to ensure adequate coverage is maintained.

LI-Hybrid

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**:
45,600/45 600 - 74,700/74 700

**Job Category**:
Customer Service / Operations

**Posting End Date**:
03/01/2025