Enhance client satisfaction with Sun Life as an Insurance Service Associate. Your role revolves around case management and supporting Individual Traditional and Universal Life products in a hybrid work setting.
As an Insurance Service Associate, you will deliver exceptional service by applying case management to client and advisor requests. Your responsibilities include managing daily client cases in priority order while utilizing your product expertise. Collaborate with your team to ensure timely, high-quality case handling that meets clients' needs.
Key Responsibilities:
• Manage daily production of client and advisor cases
• Proactively communicate with clients and advisors
• Interpret and explain insurance products effectively




• Create CI’s for process improvement prospects
• Build robust relationships with clients and business partners
Requirements:
• Knowledge of Traditional and Universal Life products
• Solid analytical and problem-solving skills
• Bilingualism required for Quebec locations
• Proficiency in mainframe systems: CSW, Ingenium Life
• Ability to work overtime and phone coverage
Utilize your expertise in customer service and insurance products to make a significant impact at Sun Life.
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📌 Client Focused Insurance Service Associate Toronto
🏢 Sun Life Financial
📍 Toronto