Case Manager - Montréal, Canada - Sun Life

Sun Life

Verified Company

Montréal, Canada

3 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.

What will you do?

Provide proactive and consistent information to the advisors on a regular basis.
Prompt handling of administrative and evidence requirements including placing orders and following up to expedite the underwriting requirements so that the policy can be issued.
Provide a prompt and accurate production of the policy contract and include the invoice prior to mailing to the advisor or back office.
It is essential to build productive business relationships with third party distribution partners, Advisors and back office staff. Finding creative solutions that work for the Advisor, the client and Sunlife are imperative to our business.

What do you need to succeed?

Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and Frenchspeaking colleagues or internal partners across Canada and worldwide.
Exceptional customer service and communication skills both oral and written
Able to prioritize and handle a variety of responsibilities daily
Proven ability to work well in a fastpaced, multitasking team environment
Analytical skills with strong mathematical aptitude
Excellent attention to detail
Able to handle stress and work within tight deadlines
Results oriented works toward ensuring daily personal and team production targets are met
Process improvement driven and skill in problem solving
Proven time management and organization skills
Strong working knowledge of computer systems and software
Positive, enthusiastic, innovative

Assets:

Extensive knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW)
Confident level of knowledge of Excel, Word, MS Access, PowerPoint

Notes/Unique Requirements:

Depending on work volumes, overtime will be required
Vacation time may be limited during peak periods to ensure adequate coverage is maintained

What's in it for you?

15 days vacation per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

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:

41,700/ ,000/68 000

Job Category:

Customer Service / Operations

Posting End Date:

17/05/2023