You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Location: Hybrid
Reporting to the Case Management Team Leader, the Case Manager is responsible for the complete end-to-end processing of life and critical illness insurance applications submitted by our Independent Insurance Channel (IIC) advisors.
In this role, you’ll create strong and trusted relationships with your Sun Life peers, advisors, and advisors’ teams, through close collaboration, consistent and proactive communication, and excellent client service.
What will you do?
- Process all aspects of independent channel life and critical illness insurance applications – leading to financial security for clients and their loved ones
- Provide proactive and consistent information to advisors regularly
- Work directly with, and support, top tier strategic partner advisors
- Handle administrative and medical requirements including plan reviews, anti-money laundering, placing orders, and following up to expedite the underwriting requirements
- Process declined applications, refund premiums, process complex changes, reissue policies, and process settle documents
- Provide timely responses to emails, phone calls and Suncentral queries with excellent client service and solution driven skills
- Build business relationships with independent channel distribution partners, advisors, and back-office staff
What do you need to succeed?
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
- A positive, enthusiastic, and team-oriented mindset
- A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment
- Excellent attention to detail and analytical skills with strong mathematical aptitude
- Results oriented and motivated to meet production targets on a daily basis
- Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint)
- Knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW)
Reasons why should you join us under the sun
- A caring, supportive, and inclusive culture
- Supportive leadership who’s focused on your success and well-being
- Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
- Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities
We also offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, some of these include:
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
- Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
- Pay for performance reward
- Paid vacation based on experience, 5 Care Days available for self-care or care of others (i.e., family or others you may support) and 10 Sick Days to support your well-being
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
- Investment in not-for-profit organizations that are important to you
What else should you know?
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Depending on work volumes, overtime may be required
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Vacation time may be limited during peak periods to ensure adequate coverage is maintained
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
44,700/44 700 - 73,200/73 200
Job Category:
Customer Service / Operations
Posting End Date:
26/09/2024
What We Do
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years
