Bilingual Case Manager

Sun Life Financial; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Montreal is looking for an Underwriting Case Manager. The successful candidate will manage life and critical illness insurance applications and provide exceptional service to advisors. Key qualifications include strong communication skills, analytic ability, and bilingual proficiency in French and English. Competitive benefits and a flexible work environment offered.

Benefits

15 days vacation per year

Flexible benefits programs

Pension and savings programs

Qualifications

• Proven ability to work well in a fast-paced, multi-tasking team environment.
• Excellent attention to detail and problem-solving skills.
• Able to handle stress and work within tight deadlines.

Responsibilities

• Process life, Long Term Care and critical illness insurance applications.
• Provide proactive and consistent information to advisors.
• Build productive business relationships with third party distribution partners.

Skills

Exceptional customer service skills

Strong communication skills

Analytical skills

Time management

Bilingual in French and English

Tools

Excel

Word

MS Access

PowerPoint

Job description

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:

The Underwriting Case Manager is responsible for the prompt, accurate and complete end-to-end processing of life, Long Term Care and critical illness insurance applications submitted by our Third Party Distribution channel. Senior Wholesale Case Associate is also responsible to provide advisors with proactive and consistent information they need while contributing to an exceptional service experience. Proactive communication and anticipating the needs of the advisors is an essential part of the exceptional service experience.This includes ensuring administrative and premium requirements are received, ordering underwriting requirements, and making changes to the policy as requested by the advisor prior to mailing the policy.The Senior Wholesale Case Associate ensures the accurate production of a policy contract for delivery to the advisors, processes the settle requirements and payments once accepted. It is our goal to create a strong and trusted relationship between Sunlife, the Advisors and their teams.

What will you do?

Prompt and accurate processing of all aspects of Third Party new business Long Term Care, life and critical illness insurance applications including conversions and replacements.

Provide proactive and consistent information to the advisors on a regular basis.

Prompt handling of administrative and evidence requirements including placing orders and following up to expedite the underwriting requirements so that the policy can be issued.

Provide a prompt and accurate production of the policy contract and include the invoice prior to mailing to the advisor or back office.

Promptly process declined applications and refund premiums if applicable, as well as process complex changes, adjustments, corrections, reissue of policies, process settle documents and handle cheque deposits.

Provide a prompt response to all emails, phone and advisor site queries with excellent customer service skills and an owner’s mindset to resolving any issues

It is essential to build productive business relationships with third party distribution partners, Advisors and back office staff. Finding creative solutions that work for the Advisor, the client and Sunlife are imperative to our business.

What do you need to succeed?

Exceptional customer service and communication skills – both oral and written

Able to prioritize and handle a variety of responsibilities daily

Proven ability to work well in a fast-paced, multi-tasking team environment

Analytical skills with strong mathematical aptitude

Excellent attention to detail

Able to handle stress and work within tight deadlines

Results oriented – works toward ensuring daily personal and team production targets are met

Process improvement driven and skill in problem solving

Proven time management and organization skills

Strong working knowledge of computer systems and software

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Assets:

Extensive knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW)

Confident level of knowledge of Excel, Word, MS Access, PowerPoint

Depending on work volumes, overtime will be required

Vacation time may be limited during peak periods to ensure adequate coverage is maintained

What's in it for you?

15 days vacation per year

Flexible Benefits from the day you join to meet the needs of you and your family

Pension, stock and savings programs to help build and enhance your future financial security

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

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 [e-mail] .

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.

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.