New Business Senior Case Associate
New Business Senior Case Associate
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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:
We are looking for a New Business Senior Case Associate to join the NB Core Team focused on service excellence collaboration and innovation. TheNew Business Senior Case Associate is to process life and critical illness insurance applications accurately and in a timely manner.
What will you do
Issue new policies and manage existing policy modifications
Process internal replacements conversions and options for insurance policies
Evaluate transactions for contractual compliance and underwriting requirements
Terminate existing policies
Communicate effectively with advisors by telephone and email to manage cases.
Identify continuous improvement opportunities to existing processes
Collaborate with internal and external partners
Build business relationships with advisors and back-office staff
What do you need to succeed
Fluency in English and French (spoken and written) required due to frequent interactions with internal English- and French-speaking colleagues or internal partners across Canada
Exceptional communication (verbal and written) and client service skills
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
Results oriented and motivated to meet production targets daily
Skilled in problem-solving with a focus on process improvement
Knowledge of life insurance products and systems (Ingenium MLIF CSW) is an asset
Unique requirements:
Required to sign into the teams phone queue and occasionally until 5:00 pm.
Depending on work volumes overtime may be available
18 month time commitment to the position is required
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 top-level certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee well-being fostering a positive work culture and achieving excellence in mental health.
*LI-MS
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 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 .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several 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:
45600/45 600 - 74700/74 700Job Category:
Customer Service / OperationsPosting End Date:
06/07/2025Required Experience:
Senior IC
Employment Type
Full-Time
