Senior Case Associate
4 weeks ago
Job Description
: The New Business Team, New business and Replacement/Transformation is hiring a new Case Associate.
You are versatile, you know how to combine quality and production and your priority is the customer? You are then the perfect candidate to be part of our dynamic team focused on the quality of service
Opportunities to evolve exist within the same team towards Intermediate and Senior.
Main responsibilities
The Case Associate is responsible for the administration of insurance proposals, from the verification of the application to the mailing of the contract.
His / her responsibilities include analyzing the application, submitting, as needed, records to medical underwriters, adjusting accounting entries and arranging for premiums to be paid, issuing or declining the contract, and of course communications with advisors, our direct clients.
The Associate communicates daily with the advisors, by telephone and email, to ensure that they are aware of the status of the file and have all the information we need to establish the contract. Some of the information discussed is confidential and sometimes it is necessary to deal with sensitive situations regarding our policyholders and advisors.
Skills
• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
• Customer service orientation;
• Ability to communicate effectively in writing and over the phone;
• Flexibility and ability to adapt to changing priorities;
• Positive state of mind and enthusiasm;
• Attention to detail;
• Able to work well in a team;
• Ability to solve problems and suggest improvements to processes and practices;
• Ability to organize work to meet deadlines.
Strengths
• Knowledge of individual insurance products
• Knowledge of Sun Life systems (Ingenium, MLIF, customer service desk)
• Knowledge of Brighter Way Management Systems (BWMS) and processes
Remarks / special requirements
Overtime may be required
As training on all facets of this position requires 18 months, candidates are required to commit to working in this position for at least 18 months.
-
Prospr Case Associate
7 days ago
Montreal, Canada Sun Life Financial Full timeYou 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,...
-
Prospr Case Associate
7 days ago
Montreal, Canada Sun Life Financial Full timeYou 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,...
-
Prospr Case Associate
7 days ago
Montreal, Canada Sun Life Financial Full timeYou 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,...
-
Senior Associate, Strategy
3 weeks ago
Montreal, Canada Dialogue Full timeYour role as Senior Associate, StrategyReporting to Victoire Gekas, Senior Manager, Strategy, the Senior Associate, Strategy will be focused on developing and evaluating strategic growth opportunities for Dialogue. In this role, you will have the opportunity to flex your analytical and creative muscles as you evaluate new services for our platform, to work...
-
Senior Associate, Strategy
3 weeks ago
Montreal, Canada Dialogue Full timeYour role as Senior Associate, StrategyReporting to Victoire Gekas, Senior Manager, Strategy, the Senior Associate, Strategy will be focused on developing and evaluating strategic growth opportunities for Dialogue. In this role, you will have the opportunity to flex your analytical and creative muscles as you evaluate new services for our platform, to work...
-
Senior Associate, Strategy
3 weeks ago
Montreal, Canada Dialogue Full timeYour role as Senior Associate, StrategyReporting to Victoire Gekas, Senior Manager, Strategy, the Senior Associate, Strategy will be focused on developing and evaluating strategic growth opportunities for Dialogue. In this role, you will have the opportunity to flex your analytical and creative muscles as you evaluate new services for our platform, to work...
-
Senior Associate, Mid-Market Investment Banking
2 weeks ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeSenior Associate, Mid-Market Investment Banking - Bilingual page is loaded Senior Associate, Mid-Market Investment Banking - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 9 Days Ago job requisition id 2409003
-
Asset Protection Associate
3 weeks ago
Montreal, Quebec, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
Asset Protection Associate
4 weeks ago
Montreal, Quebec, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
Asset Protection Associate
1 month ago
Montreal, Quebec, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL CANADA Risk and Insurance Full timeWe offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL Canada Full timeWe offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Quebec, Canada BFL Canada Full timeWe offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL Canada Full timeWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
DC Retirement Senior Associate
2 weeks ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
DC Retirement Senior Associate
4 days ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
DC Retirement Senior Associate
4 days ago
Montreal, Canada BFL CANADA Full timeCSI -Montreal, QC Montreal, QC H3H1E4, CAN DescriptionWe offer more than a job, we offer a career!We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and...
-
Associate or Senior Associate
7 days ago
Montreal, Canada Kenova Full timePosition: Associate or Senior Associate (depending on experience) Category: Permanent Location: Downtown Montréal + Hybrid Salary: Competitive About the employer: Power Sustainable is a climate-focused alternative asset manager with over $4 billion in assets under management. Its private markets investment strategies in infrastructure, private equity...
-
Corporate Development Associate
2 weeks ago
Montreal, Canada Valnet Full timeCorporate Development Associate Who We Are: Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their...
-
Corporate Development Associate
2 weeks ago
Montreal, Canada Valnet Full timeCorporate Development Associate Who We Are: Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their...