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 robust 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 qualified skills at Sun Life.

📌 Client Focused Insurance Associate Role Montreal
🏢 Sun Life Québec
📍 Montreal