Taxation Associate, Insurance Service Operations - Montréal, Canada - Sun Life

Sun Life

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 (Waterloo, Toronto or Montreal)

Our Individual Insurance Operations provides direct support with Life Insurance, Health Insurance, Guaranteed Savings and Retirement products.

In this role, you can make an immediate difference in the lives of our Clients and Advisors by providing accurate and timely tax reporting and calculations, while being part of a collaborative team that strives to see you grow.

What will you do?

Leverage your customer service skills to provide exceptional service to our Clients and Advisors, both in verbal and written communication
Develop knowledge of our products and systems to understand the nuances to consider and what to look out for when processing requests.
Learn complex tax rules and their implications to our products and procedures.
Calculate policy tax values and deliver requests accurately, while maintaining various systems up to date and continuously identify opportunities to improve our processes.

What do you need to succeed?
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Client-First Approach

You have strong communication and relationship skills. You go the extra mile to make sure we're doing what's right for both Clients and our business. As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual Englishspeaking manager outside Quebec.

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Relationship Builder

You are a team player and have excellent communication skills. You actively participate in discussions and show respect for others' perspectives and ideas.

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Continuous Learner

You are curious. You ask questions to understand our business, constantly improve your knowledge to identify and raise risks, concerns, and improvement opportunities. You learn and use technology efficiently and effectively.

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Problem Solver

You ask questions and seek out the 'why' to better understand. You take ownership and confirm priorities to meet business objectives. You drive outcomes and manage your time well and deliver accurately.

Preferred skills

You like math. You have a strong attention to detail, can work independently and adopt a clientfocused approach.
It's considered an asset if you have life insurance and investment knowledge.

Unique Requirements:

As a hybrid organization, we offer the flexibility to work from home and the opportunity to connect with your colleagues in the office 2 times per week.
Fulltime contract opportunity until May 2025, with the possibility of permanency.
Must be available to ensure business coverage from 8am to 5pm.
Ability to work overtime when needed, particularly during tax season (January to April).

What's in it for you?

We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year.
Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more.
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

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:

43,200/ ,800/70 800

Job Category:

Customer Service / Operations

Posting End Date:

01/12/2023