Senior Case Associate

2 weeks ago

Waterloo, Canada Sun Life Full time

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.

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