Bilingual Payoutannuity Client Service - Montréal, Canada - Sun Life

Sun Life
Sun Life
Verified Company
Montréal, Canada

1 month ago

Sophia Lee

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.


The role of
Payout Annuity Client Service Representative offers an exciting opportunity to provide service to advisors and customers by the daily processing and administration of transactions related to our Payout Annuity products.

You will maintain both new and existing business for the sales force and broker business. At times, you will be required to handle delicate situations involving our customers and advisors.


You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism and will be expected to provide excellent customer service on inbound calls from our advisors, as well as our distribution partners.


What you will do:


  • Work with advisors, brokers and clients to provide service from presale to issue
  • Daily processing of transactions related to our products
  • Respond proactively to inquiries or concerns from advisors, clients and distribution partners
  • Develop and maintain good client and internal relationships while ensuring confidentiality
  • Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data
  • Provide phone support (84, 106) on a rotational basis

What do you need to succeed?

  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
  • Strong written and verbal skills
  • Excellent customer service and interpersonal skills
  • A high attention to detail and accuracy
  • Proven ability to work well in a multitasked environment
  • Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
  • Display professionalism at all times
  • Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
  • Problem solving and good judgement
  • Strong mathematical skills and Computer Savviness
  • Ability to work and contribute in a team environment

Assets:


  • Experience with Payout Annuities
  • Previous customer service or call centre experience
  • Previous banking experience
  • Previous experience with current Sunlife/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)

What's in it for you?

  • 15 days of vacation per year
  • Flexible benefits from day one to meet you and your family's needs
  • Retirement, stock ownership and savings programs to help you build and enhance your future financial security
  • Wellness programs that support the three pillars of your health mental, physical and financial

Notes/Unique Requirements:


  • Depending on work volumes, overtime may be required


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:

22/11/2023
More jobs from Sun Life
See all jobs of Sun Life