Case Support Specialist - Insurance Sales
Case Support Specialist - Insurance Sales
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:
The Insurance Case Support Specialist is responsible for contributing to the Companys individual life and health insurance sales goals by providing product information and sales support to Sun Life Financial advisors. This position plays a key role in the acquisition and retention of individual life and health business using their knowledge of Sun Lifes products the illustration tools the competition and simple personal concepts using insurance products.
Role reports to Director Insurance Sales Support
What will you do
Respond to both phone queue and email questions about Sun Lifes individual life and health products for the SLFD channel
Assist SLFD Advisors with 1:1 case support and product illustrations including advanced product knowledge and simple insurance concepts using these products
Provide advanced life and health product training to advisors and managers via phone and email and conducting training webinars as needed. Some travel may be required.
Assist the individual life and health product and marketing teams with the launch of new initiatives sales tools and product enhancements.
Support the Advanced Case Managers by completing special insurance quotes casework and competitive analysis.
Supports regional team in growing sales through the development of relationships with Advisors
Participate in Outbound contact campaigns designed to raise awareness of team and its ability to support Advisors in proactively identifying and driving insurance sales opportunities
What do you need to succeed
35 years experience in insurance sales or sales supporting role
Post secondary education
Previous experience as an Advisor or Advisor assistant an asset
Working towards relevant industry designations (CFP CLU)
Excellent customer service and presentation skills
Strong knowledge of life and health insurance products including strategies that support sales
Sound knowledge of insurance industry regulations and tax environment relative to insurance products and Sun Life in general.
Strong written and verbal communication skills
Ability to prioritize competing inquiries and multitask a variety of requests at one time
Flexibility and creativity to assist Advisors in arriving at solutions to meet their clients needs
Strong interpersonal skills and the ability to work with a team
Strong Analytical and PC skills
Whats in it for you
The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential
Were honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
We are thrilled to be recognized by Excellence Canada with their toplevel certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee wellbeing fostering a positive work culture and achieving excellence in mental health
*LIMS
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 email a request to .
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:
54000//91 000Job Category:
Sales Distribution SupportPosting End Date:
02/05/2025Required Experience:
Unclear Seniority
Employment Type
Full-Time
