SLFD Senior Case Associate

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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 SLFD New Business Issue Team focused on service excellence, collaboration and innovation. The New Business Senior Case Associate is to process life and critical illness insurance applications accurately and in a timely manner.

If you have a passion for providing excellent service and enjoy working in a fast paced environment we’d love to speak with you!

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 SLFD advisors, and back-office staff

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
• 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

What’s in it for you?

• Comprehensive benefits 
• Assistance with securing your financial future through a competitive retirement matching program and stocks options   
• Annual bonus program  
• Wellness programs, benefits, and health incentives 
• Paid vacation 
• Additional paid days off to support family/personal care and emergencies
• Time off for enrichment experiences through a unique sabbatical program 
• Top up benefit for maternity/paternity leave  
• A friendly, collaborative and inclusive culture
   

Unique requirements:

• Required to sign into the team's 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
   

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 e-mail a request to [email protected].

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:

47,000/47 000 - 77,000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

05/05/2025