Insurance Associate

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:

Sun Life Financial is looking for exceptional customer-oriented team players who are willing to join a fast-paced challenging environment in our Client Solutions Centre.

The Client Solutions Centre (CSC) within Sun Life Financial (SLF) Canada represents one of the fastest growing and most profitable areas in the Canadian operation. As a member of our dynamic team this role is accountable for providing outstanding customer service and support by managing telephone inquiries from our Group Retirement and Pension doing so you will enhance customer client and agent relationships and contribute to building customer loyalty through the delivery of accurate and timely information.

As a Non-licensed Financial Services Representative within Client Solutions you will play an integral role towards supporting the execution of our Transition to Personal Insurance Strategy. You will engage and build relationships with our members in an effort to reinforce the value proposition and benefits of their personal plan.

Responsibilities:

• Effectively handle a variety of telephone calls inquiries while also supporting the efforts of our Insurance program

• Provide general information on plan options to members related to their Insurance needs including Health Life and Critical insurance.

• Provide superior customer service by assessing the needs of our members while also addressing issues in a timely manner (including member follow-ups) and meeting productivity and quality objectives

• Leverage our system applications to gather information required to resolve member related inquiries

• When appropriate introduce members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice

• Keep abreast of product changes understand new products that come to market or are developed by legislation understand changes in the industry and be mindful of competitor information

• Contribute to the CSCs ongoing success by providing suggestions and recommendations to help improve our client 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

Qualifications:

• Superior customer service skills that consistently demonstrate professionalism

• Relationship management skills

• Effective time and personal management in blended Call Centre environment (balancing inbound and outbound calling)

• Analytical mind set with a proven ability quickly understand client needs

• Active listener with the ability to respond effectively to client feedback

• Ability to positively adapt to change as products processes and systems continue to evolve

• Proficient knowledge of Group Benefit products and Health Life and Critical insurance products

• Attention to detail to generate results while complying with client experience and quality standards

• Ability to document and share constructive and timely feedback on both the client and FSC experience

• Excellent communication skills both written and verbal

Unique requirement:

• You will have to complete your LLQP license within a 3 months time frame of being hired

Preferred skills:

• Experience in blended or outbound Call Centre or telephone servicing

• Experience with Salesforce

• Knowledge of Group Insurance products

• College diploma or University degree

Why join Sun Life:

• Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together sharing common values and encouraging growth & achievement

#LI-Hybrid

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 may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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