Insurance Solutions Associate at Sun Life (Montreal)

Insurance Solutions Associate at Sun Life (Montreal)

06 Sep
|
Sun Life Québec
|
Montreal

06 Sep

Sun Life Québec

Montreal

Elevate your career as an Insurance Solutions Associate at Sun Life Financial in Montreal with a hybrid work model. Provide key support in managing customer inquiries related to Group Retirement and Pension Plans. As part of a passionate team at the Client Solutions Centre, you’ll respond to telephone inquiries while promoting effective financial solutions to clients.

Your role is crucial in building loyalty through accurate information delivery within a vibrant, inclusive work environment focused on continuous learning and growth. Make a difference in clients' lives while enhancing your qualified skillset. Key Responsibilities:

- Handle group wealth inquiries efficiently via telephone
- Guide members in choosing the right financial options
- Ensure exceptional service by resolving issues promptly




- Use system applications to gather necessary data for inquiries
- Refer members to financial advisors for comprehensive assistance

Requirements:

- Strong customer service experience with a professional attitude
- Flexibility to manage varied tasks in a call centre setting
- Ability to adapt to new technology and processes efficiently
- Knowledge of Group Insurance products is beneficial
- Bilingual in French and English is a requirement for this role

Utilize your customer service acumen at Sun Life to foster client relationships and contribute to a brighter financial future.

📌 Insurance Solutions Associate at Sun Life (Montreal)
🏢 Sun Life Québec
📍 Montreal

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