Montreal Case Management Associate Role
S
Sun Life Financial
📍 montreal, qc, Canada
Job Description
Contribute to client-focused insurance services at Sun Life in Montreal as an Insurance Service Associate. Support Traditional and Universal Life product requests through effective case management.
This full-time position requires a deep understanding of client needs and insurance products to ensure timely processing of requests. You will engage in meaningful interactions with advisors and clients, utilizing your communication skills to clarify any uncertainties. Organizational excellence is essential as you prioritize tasks effectively.
Key Responsibilities:
• Oversee daily client and advisor case management
• Provide proactive communication regarding requests
• Maintain relationships with clients and advisors
• Apply policy provisions and tax regulations accurately
• Recommend process improvements as needed for better efficiency
Requirements:
• Bilingual proficiency in French and English
• Familiarity wi...
This full-time position requires a deep understanding of client needs and insurance products to ensure timely processing of requests. You will engage in meaningful interactions with advisors and clients, utilizing your communication skills to clarify any uncertainties. Organizational excellence is essential as you prioritize tasks effectively.
Key Responsibilities:
• Oversee daily client and advisor case management
• Provide proactive communication regarding requests
• Maintain relationships with clients and advisors
• Apply policy provisions and tax regulations accurately
• Recommend process improvements as needed for better efficiency
Requirements:
• Bilingual proficiency in French and English
• Familiarity wi...