Become an Insurance Service Associate with Sun Life, providing top-notch support in a hybrid work environment. Focus on Individual Traditional, Universal Life, and Health products to enhance client satisfaction.
In this role, you will manage client and advisor requests using a case management approach. You’ll leverage your expertise to ensure efficient case resolution and foster strong relationships with clients and advisors. Daily communication is key as you’ll proactively address inquiries and provide clarity on product details and case outcomes.
Key Responsibilities:
• Manage client and advisor cases on priority
• Understand objectives through case history
• Own outcomes of assigned cases diligently
• Communicate proactively with clients and advisors
• Handle team calls from 8:00 to 5:00 daily
Requirements:
• Knowledge of Traditional and Universal Life products
• Solid analytical and problem-solving skills
• Proficiency in CSW, Ingenium Life, and MLIF systems
• Bilingualism required for Quebec roles
• Strong attention to detail and organizational skills
Leverage your expertise in insurance and case management to enrich client experiences at Sun Life.
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📌 Insurance Service Associate at Sun Life (Toronto)
🏢 Sun Life
📍 Toronto