Bilingual Case Manager - Waterloo, Canada - Sun Life

Sun Life

Verified Company

Waterloo, Canada

1 week 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

In this role, you'll create strong and trusted relationships with your Sun Life peers, advisors, and advisors' teams, through close collaboration, consistent and proactive communication, and excellent client service.

What will you do?

Provide proactive and consistent information to advisors regularly
Work directly with, and support, top tier strategic partner advisors
Handle administrative and medical requirements including plan reviews, antimoney laundering, placing orders, and following up to expedite the underwriting requirements
Build business relationships with independent channel distribution partners, advisors, and backoffice staff

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
A positive, enthusiastic, and teamoriented mindset
A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fastpaced team environment
Excellent attention to detail and analytical skills with strong mathematical aptitude
Results oriented and motivated to meet production targets on a daily basis
Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint)
Knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW)

Reasons why should you join us under the sun

A caring, supportive, and inclusive culture
Supportive leadership who's focused on your success and wellbeing
Continuous improvements that focus on enhancing your work and our clients' experience #makeadifference
Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities

We also offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, some of these include:

Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
Pay for performance reward
Paid vacation based on experience, 5 Care Days available for selfcare or care of others (i.e., family or others you may support) and 10 Sick Days to support your wellbeing
Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
Investment in notforprofit organizations that are important to you

What else should you know?

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

This role offers a competitive salary that is based on the combination of experience level, skills and knowledge.

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.

Job Category:

Customer Service / Operations

Posting End Date:

21/04/2024