Senior Case Associate

5 months 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.

  • Senior Case Associate

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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 providing exceptional customer service,...

  • Senior Case Associate

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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 providing exceptional customer service,...

  • Senior Case Associate

    4 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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...

  • Senior Case Associate

    4 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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...

  • Senior Case Associate

    2 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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.Main Responsibilities:• Analyze insurance applications and submit...

  • Senior Case Associate

    2 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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.Main Responsibilities:• Analyze insurance applications and submit...

  • Senior Case Associate

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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 providing exceptional customer service,...

  • Senior Case Associate

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Senior Case AssociateJob 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 providing exceptional customer service,...

  • Senior Case Resolution Specialist

    1 week ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Job Summary:We are seeking a skilled Advanced Case Manager to join our Individual Case Management team at Equitable Life of Canada. As a key member of our team, you will be responsible for reviewing, investigating, and resolving complex case structures in a fast-paced environment.Key Responsibilities:Review and investigate large value cases to identify...

  • Senior Case Resolution Specialist

    1 week ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Role Overview:Equitable Life of Canada is seeking a skilled Advanced Case Manager to join our Individual Case Management team. As a key member of our team, you will be responsible for reviewing, investigating, and resolving complex case structures in a fast-paced environment.Key Responsibilities:Review and investigate large value cases to identify unique...

  • Case Support Co-ordinator

    5 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 18 Months** The Case Support Co-ordinator is accountable to the Manager, Case Support for the investigation and administration of complex and critical student cases in residence. They ensure that the safety of the residence community is maintained through the effective and efficient coordination of both on and off campus resources...

  • Senior Underwriter

    2 weeks ago

    Waterloo, Ontario, Canada Accoravillage Full time

    About the RoleWe are seeking a highly skilled and experienced Underwriter to join our team as a Director of Underwriting and Risk Management. This is a key leadership role that will be responsible for delivering exceptional Large Case experiences for our clients.Key ResponsibilitiesDevelop and implement underwriting strategies to deliver customized solutions...

  • Associate Director, Response

    5 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 year** The Associate Director, Response is responsible for providing direct support to individuals experiencing harm, including but not limited to ableism, antisemitism, homophobia, islamophobia, racism, sexism, transphobia and/or xenophobia. This role will engage in informal mechanisms to resolve complaints and will help individuals who...

  • Psychologist or Psychological Associate

    4 months ago

    Waterloo, Canada Dr. Kathy Smolewska, C.Psych. & Associates Full time

    Dr. Kathy Smolewska, C.Psych. & Associates is a small multi-disciplinary practice that provides psychological and neuropsychological assessment and treatment services to individuals living in Waterloo, Kitchener, Cambridge, Guelph and surrounding areas. Although the primary focus of our clinic is providing psychological, psychoeducational and...

  • Psychologist or Psychological Associate

    5 months ago

    Waterloo, Canada Dr. Kathy Smolewska, C.Psych. & Associates Full time

    Dr. Kathy Smolewska, C.Psych. & Associates is a small multi-disciplinary practice that provides psychological and neuropsychological assessment and treatment services to individuals living in Waterloo, Kitchener, Cambridge, Guelph and surrounding areas. Although the primary focus of our clinic is providing psychological, psychoeducational and...

  • Asset Protection Associate

    5 months ago

    Waterloo, Canada Walmart Canada Full time

    **Position 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...

  • Associate Director, Response

    4 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview Term: 1 year  The Associate Director, Response is responsible for providing direct support to individuals experiencing harm, including but not limited to ableism, antisemitism, homophobia, islamophobia, racism, sexism, transphobia and/or xenophobia. This role will engage in informal mechanisms to resolve complaints and will help...

  • Asset Protection Associate

    5 months ago

    Waterloo, Canada Walmart Canada Full time

    **Position 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...

  • Asset Protection Associate

    1 month ago

    Waterloo, Canada Walmart Canada Full time

    **Position 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...

  • Director, Student Decision and Policy Support

    1 month ago

    Waterloo, Canada University of Waterloo Full time

    Overview: Reporting to the Associate Provost, Students the Director, Student Decision and Policy Support acts as a resource to University administration, advising on best practices, risk mitigation, and providing direction and support on cases, including complex cases that are student related. This role conceptualizes, researches, develops, and recommends...