Description:
Sun Life is looking for a New Business Senior Case Associate to join the SLFD New Business Issue Team, focusing on service excellence, collaboration, and innovation. This role involves processing life and critical illness insurance applications with accuracy and efficiency, ensuring compliance with underwriting and contractual requirements.
If you are detail-oriented, customer-focused, and thrive in a fast-paced environment, this role is for you!
Key Responsibilities:
- Issue new insurance policies and manage existing policy modifications.
- Process internal replacements, conversions, and policy options.
- Evaluate transactions for contractual compliance and underwriting requirements.
- Terminate existing policies as required.
- Communicate effectively with advisors via phone and email to manage cases.
- Identify process improvement opportunities for enhanced efficiency.
- Collaborate with internal and external partners.
- Build strong business relationships with SLFD advisors and back-office staff.
Qualifications & Skills:
- Exceptional communication skills (verbal and written).
- Strong client service orientation with a positive and team-focused mindset.
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- High attention to detail and accuracy.
- Results-driven with a motivation to meet production targets.
- Problem-solving skills with a focus on continuous improvement.
- Knowledge of life insurance products and systems (Ingenium, MLIF, CSW) is an asset.
Why Join Sun Life?
- Comprehensive benefits package.
- Retirement matching program and stock options.
- Annual bonus program.
- Wellness programs, health incentives, and paid vacation.
- Additional paid personal days for family care and emergencies.
- Sabbatical program for professional and personal growth.
- Maternity/Paternity leave top-up benefits.
- Flexible work options to support work-life balance.
Unique Requirements:
- Required to sign into the team's phone queue, with occasional shifts until 5:00 PM.
- Overtime opportunities may be available depending on workload.
- 18-month commitment to the position required.