Case Support Specialist - Insurance Sales

Sun Life Assurance Company of Canada; Offre d’emploi; Sur place; USD 54 000 - 91 000; Plein temps

Résumé du poste

An established industry player is seeking an Insurance Case Support Specialist to enhance their individual life and health insurance sales. This role involves providing vital support to advisors, conducting training, and assisting in the launch of new initiatives. The ideal candidate will possess strong communication skills and a solid understanding of insurance products. Join a company that values diversity and inclusion while offering excellent networking opportunities and a flexible work environment. Make a difference in the lives of clients and communities through your work.

Prestations

Flexible benefits

Career path exploration

Recognition for workplace excellence

Inclusive work environment

Qualifications

• 3-5 years of experience in insurance sales or a supporting role.
• Strong knowledge of life and health insurance products.

Responsabilités

• Provide product information and sales support to advisors.
• Assist with case support and product illustrations.

Connaissances

Insurance Sales

Customer Service

Presentation Skills

Analytical Skills

Communication Skills

Interpersonal Skills

Formation

Post-secondary education

Description du poste

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 and 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 Insurance Case Support Specialist is responsible for contributing to the company's 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 Life's products, illustration tools, the competition, and simple personal concepts using insurance products.

Role reports to the Director of Insurance Sales Support.

What will you do

1. Respond to both phone queue and email questions about Sun Life's individual life and health products for the SLFD channel.
2. Assist SLFD Advisors with 1:1 case support and product illustrations, including advanced product knowledge and simple insurance concepts using these products.
3. Provide advanced life and health product training to advisors and managers via phone and email, and conduct training webinars as needed. Some travel may be required.
4. Assist the individual life and health product and marketing teams with the launch of new initiatives, sales tools, and product enhancements.
5. Support the Advanced Case Managers by completing special insurance quotes, casework, and competitive analysis.
6. Support regional teams in growing sales through developing relationships with advisors.
7. Participate in outbound contact campaigns designed to raise awareness of the team and its support capabilities to proactively identify and drive insurance sales opportunities.

What do you need to succeed

1. At least 3-5 years of experience in insurance sales or a sales supporting role.
2. Post-secondary education.
3. Previous experience as an Advisor or Advisor assistant is an asset.
4. Working towards relevant industry designations (CFP, CLU).
5. Excellent customer service and presentation skills.
6. Strong knowledge of life and health insurance products, including sales strategies.
7. Sound knowledge of insurance industry regulations and the tax environment related to insurance products and Sun Life in general.
8. Strong written and verbal communication skills.
9. Ability to prioritize inquiries and multitask effectively.
10. Flexibility and creativity to help Advisors meet their clients' needs.
11. Strong interpersonal skills and teamwork abilities.
12. Strong analytical and PC skills.

What's in it for you

1. The opportunity to explore various career paths with excellent networking potential.
2. Flexible benefits from day one to meet your needs and those of your family.
3. We are committed to creating an inclusive and respectful environment, ensuring all employees can reach their full potential.
4. Recognition as a 2023 Best Workplace in Ontario by Great Place to Work Canada.
5. Recognition by Excellence Canada with the top-level Canada Order of Excellence for Mental Health at Work, emphasizing employee wellbeing and a positive work culture.

Additional Information

The base pay range is for the primary location of the job and may vary depending on the work location and other factors. In addition to base pay, eligible Sun Life employees participate in various incentive plans based on individual and company performance. Some roles with a sales focus may have sales incentive plans based on individual or group sales results.

Diversity and inclusion are core to our values at Sun Life. We welcome applications from qualified individuals of all backgrounds.

Persons with disabilities needing accommodation in the application process or requiring alternative formats may email a request.

We strive to create a flexible work environment where employees are empowered to do their best work. Several flexible work options are available and can be discussed during the selection process.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Salary Range : $54,000 - $91,000

Posting End Date : 02/05/2025

Experience : 3-5 years

Employment Type : Full-Time

Vacancy : 1