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    Prospr Case Associate - Montréal, Canada - Sun Life

    Sun Life
    Sun Life Montréal, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    Here's your chance to use your passion for detail and providing service excellence to elevate your career to the next level through the mentorship of expert leaders in the field. You'll put your service skills and strong work ethic to practice daily, using them to impact a new insurance channel in Canadian Operations. As a Case Associate, you'll take part in driving a brand-new initiative within the New Business and Underwriting team at Prospr by Sun Life. In the Case Associate role, you'll use your skills to help shape a new team. You'll use your expertise to innovate, influence and contribute to business rules and practices. Through your relationship building skills and collaboration you'll ensure clients have the best experience possible.

    What will you do?

  • Accurately issue life and critical illness insurance policies that are the result of an internal replacement/conversion/option or New Business.
  • Determine whether transactions are contractual and if underwriting is required
  • Determine if all requirements have been received and, if not, request outstanding evidence and admin requirements.
  • Terminate existing policies
  • Decrease / remove base plan or term attachments on existing inforce policies.
  • Move money from the terminated policy to the new policy
  • Review premiums and explain the premium credit calculation
  • Applying rating / exclusions to pending issue application. Determining the rating or exclusions originally applied on inforce applications and applying to the new conversion application
  • Decline applications and request for the original policy to be reinstated
  • Communicate daily with advisors by telephone and email in order to manage cases

    • What do you need to succeed?

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
  • Strong customer service skills
  • Asks questions and probes to understand stated and underlying customer needs, issues, concerns and problems
  • Strong attention to detail
  • Addresses concerns and problems fairly, empathetically, decisively and promptly, maintaining a diplomatic and professional manner
  • Manages customer expectations and keeps them up-to-date on progress
  • Raises concerns and recommends potential solutions for those processes that negatively impact the customer service experience or the fair treatment of customers
  • Meets established service standards to achieve team goals and month-end commitments for commission payment by effectively prioritizing and accurately and efficiently processing work
  • Shares ideas, needs and requirements clearly through verbal and written communication.
  • Flexibility and adaptability in an ever changing work environment
  • Enthusiastic personality, with a positive attitude
  • Team player who does required share of work and supports teams success
  • Ability to actively submit and participate in continuous improvement ideas, and problem solving sessions.

    • What's in it for you?


    • Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more


    • Flexible Benefits from the day you join to meet the needs of you and your family


    • We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.


    • We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada


    • Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights' 2023

    Unique requirements:

    18 month time commitment to the position is required

    This is your opportunity to impact the Prospr channel in Health Insurance Operations. To learn more, apply today We'd love to speak with you.

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