Client-Focused Insurance Service Associate (Winnipeg)

Client-Focused Insurance Service Associate (Winnipeg)

04 Aug
|
Sun Life
|
Winnipeg

04 Aug

Sun Life

Winnipeg

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 productive 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 dailyRequirements:- Knowledge of Traditional and Universal Life products- Strong analytical and problem-solving skills- Proficiency in CSW, Ingenium Life, and MLIF systems- Bilingualism required for Quebec roles- Strong attention to detail and organizational skillsLeverage your expertise in insurance and case management to enrich client experiences at Sun Life.#J-18808-Ljbffr

📌 Client-Focused Insurance Service Associate (Winnipeg)
🏢 Sun Life
📍 Winnipeg

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