Case Manager - Waterloo, Canada - Sun Life

Sun Life

Verified Company

Waterloo, 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.

As the Case Manager, you will ensure administrative and premium requirements are received, order underwriting requirements, and make changes to policies as requested by the advisor.

You will also ensure the accurate production of policy contracts for delivery to the advisors and process the settle requirements and payments once accepted.

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 backoffice 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?

Exceptional communication (verbal and written) and customer service skills with a positive, enthusiastic, and teamoriented mindset
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
Skilled in problemsolving with a focus on process improvement
Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint) is an asset
Extensive knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW) is an asset
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and Frenchspeaking colleagues or internal partners across Canada or worldwide.

What's in it for you?

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
The opportunity to move along a variety of career paths with amazing networking potential

We're proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada

What else should you know?
Depending on work volumes, overtime will be required

Vacation time may be limited during peak periods to ensure adequate coverage is maintained

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.

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:

40,500/ ,000/66 000

Job Category:

Customer Service / Operations

Posting End Date:

18/05/2023