Insurance Associate

Description:

What will you do:

• Proactively contact Group Benefits clients who are leaving their employer plans

• Provide information concerning transitioning out of their group insurance plans on life, critical illness and health and dental insurance

• Provide information concerning individual insurance coverages and other features

• Introduce clients to a Sun Life Financial Service Consultant to assist with life, critical illness and health and dental insurance

• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice

• Ensure current and potential clients’ interactions and inquires are accurately logged in Sales Pipeline management system

• Monitor and action daily contact priority list

• Contribute to the Client Solutions Centre’s ongoing success by providing suggestions and recommendations to help improve our clients’ experience and the products and services offered by sharing insights gained by dealing directly with clients

• Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement

What do you need to succeed:

• Excellent verbal and written communication skills with the ability to build credibility and rapport

• Preferred experience within an outbound or blended call centre

What's in it for you:

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension, stock and savings programs to help build and enhance your future financial security

• Wellness programs that support the three pillars of your health – mental, physical and financial

• Licensing fees covered

• The opportunity to work in an environment committed to continuous improvement as well as personal growth and development

• The opportunity for career progression by consistently exceeding your performance goals

• The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.

• Having the flexibility to work from home

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.