Client Service Representative - 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 or Montreal)

Reporting to the Team Leader, Admin, the
Client Service Representative will be involved with the daily administration of policies and will respond to questions from customers, advisors and brokers as well as providing policy issue and servicing support to the
Personal Health Insurance line of products.

Our Personal Health Insurance (PHI) product offers health and dental benefits to individuals and families who don't have access to these benefits through an employer.

The marketplace is highly competitive that requires quick and effective responses to changing customer needs. We are in the midst of exciting changes to continue to effectively administer this product.

What will you do?

Maintain client information, including banking information, customer and dependant data and coverage options
Administration tasks including customer billing, policy set up, policy amendments, terminations and other service activities
Handle escalated and complex cases and work collaboratively to ensure daily assigned work is completed
Provide accurate information and service on the phone and through the Customer Service Workbench (CSW) system

What do you need to succeed?

Previous customer service experience (i.e., call centre environment)
Excellent communication skills, both written and verbal
Proficient in MS Word and Excel
Proven ability to work in a fastpaced environment with strong prioritization and decisionmaking abilities, with customer as primary focus
Ability to look for opportunities to improve processes to increase efficiency and/or improve the experience for customers and advisors
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.

Preferred skills:

Group Benefits or Personal Health Insurance product knowledge are strong assets
Group systems knowledge including Oasis, Chess and CAIL and Customer Service Workbench (CSW)

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
A caring, supportive, and inclusive culture.
Working together, sharing common values, and encouraging growth & achievement.
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.
Stock Ownership Program gives you the chance to invest in Sun Life and get a company match.

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:

29/03/2024