Drive client success as an Insurance Service Associate at Sun Life, where hybrid work flexibility enhances your productivity. Use your knowledge of insurance products to make impactful differences for clients. This position entails managing and responding to client and advisor requests with a case management focus.
You will utilize your understanding of Traditional and Universal Life products, ensuring timely delivery of high-quality services. Your proactive communication will help clarify client needs and streamline case processing. Key Responsibilities:
- Prioritize and manage daily production of client cases
- Utilize case history for effective solution crafting
- Cultivate relationships with clients and advisors
- Provide proactive updates on case status
- Cover team phone lines during business hours Requirements:
- Solid understanding of insurance products
- Excellent communication skills, written and verbal
- Analytical mindset with strong problem-solving ability
- Bilingual in French and English for Quebec position
- Detail-oriented with solid organizational skills Enhance the insurance experience for clients while growing your professional skills at Sun Life.
📌 Client Focused Insurance Associate Role (Montreal)
🏢 Sun Life Québec
📍 Montreal
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