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    Client Service Representative - Montréal, Canada - Sun Life

    Sun Life
    Sun Life Montréal, Canada

    1 week ago

    Default job background
    Full time
    Description

    Job Description

    :

    Location : Hybrid (Waterloo or Montreal)

    Reporting to the Team Leader, Admin, the Client Service Representative will be involved with the daily administration of policies and will respond to questions from customers, advisors and brokers as well as providing policy issue and servicing support to the Personal Health Insurance line of products.

    Our Personal Health Insurance (PHI) product offers health and dental benefits to individuals and families who don't have access to these benefits through an employer. The marketplace is highly competitive that requires quick and effective responses to changing customer needs. We are in the midst of exciting changes to continue to effectively administer this product.

    What will you do?

  • Maintain client information, including banking information, customer and dependant data and coverage options
  • Administration tasks including customer billing, policy set up, policy amendments, terminations and other service activities
  • Handle escalated and complex cases and work collaboratively to ensure daily assigned work is completed
  • Provide accurate information and service on the phone and through the Customer Service Workbench (CSW) system

    • What do you need to succeed?

  • Previous customer service experience (i.e., call centre environment)
  • Excellent communication skills, both written and verbal
  • Proficient in MS Word and Excel
  • Proven ability to work in a fast-paced environment with strong prioritization and decision-making abilities, with customer as primary focus
  • Ability to look for opportunities to improve processes to increase efficiency and/or improve the experience for customers and advisors
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

    • Preferred skills:

  • Group Benefits or Personal Health Insurance product knowledge are strong assets
  • Group systems knowledge including Oasis, Chess and CAIL and Customer Service Workbench (CSW)

    • What's in it for you?

  • We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
  • A caring, supportive, and inclusive culture.
  • Working together, sharing common values, and encouraging growth & achievement.
  • Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Stock Ownership Program gives you the chance to invest in Sun Life and get a company match.
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