Sun Life

Senior Wholesale Case Associate (BB-4C43E)

Found in: Neuvoo CA


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.

Job Description:

The Senior Wholesale Case Associate is responsible for the prompt, accurate and complete end-to-end processing of life, LTC and critical illness insurance applications submitted by our 3P Distribution channel. The Senior Wholesale Case Associate is also responsible to provide advisors with proactive and consistent information they need while contributing to an exceptional service experience. Proactive communication and anticipating the needs of the advisors is an essential part of the exceptional service experience. This includes ensuring administrative and premium requirements are received, ordering underwriting requirements, and making changes to the policy as requested by the advisor prior to mailing the policy. The Senior Wholesale Case Associate ensures the accurate production of a policy contract for delivery to the advisors, processes the settle requirements and payments once accepted. It is our goal to create a strong and trusted relationship between Sun Life, the Advisors and their teams.

What will you do?

  • Prompt and accurate processing of all aspects of 3P new business LTC, life and critical illness insurance applications including conversions and replacements.
  • 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.
  • Promptly process declined applications and refund premiums if applicable, as well as process complex changes, adjustments, corrections, reissue of policies, process settle documents and handle cheque deposits.
  • Provide a prompt response to all emails, phone and advisor site queries with excellent customer service skills and an owner’s mindset to resolving any issues
  • 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 Sun Life are imperative to our business.
  • What do you need to succeed?

  • Fully Bilingual - Mandarin and English - oral & written
  • 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 fast-paced, multi-tasking team environment
  • Analytical skills with 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
  • Proficient with Excel, Word, MS Access, PowerPoint
  • Positive, enthusiastic, innovative
  • Assets:

  • Extensive knowledge of retail life insurance products and systems
  • 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?

  • Work-life balance by scheduling your day around your priorities and having more time to spend on the important things
  • 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
  • A friendly, collaborative and inclusive culture
  • The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

    Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

    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:

    37,100/37 100 - 60,500/60 500

    Job Category:

    Customer Service / Operations

    calendar_today6 days ago


    location_on Montreal, Canada

    work Sun Life

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