Bilingual Case Manager

at  Sun Life

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:

Location: Hybrid
Reporting to the Case Management Team Leader, the Case Manager is responsible for the complete end-to-end processing of life and critical illness insurance applications submitted by our Independent Insurance Channel (IIC) advisors.
In this role, you’ll create strong and trusted relationships with your Sun Life peers, advisors, and advisors’ teams, through close collaboration, consistent and proactive communication, and excellent client service.

WHAT ELSE SHOULD YOU KNOW?

• Depending on work volumes, overtime may be required
• Vacation time may be limited during peak periods to ensure adequate coverage is maintained
  This role offers a competitive salary that is based on the combination of experience level, skills and knowledge.
  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 thebrightside@sunlife.com.
  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.

• Process all aspects of independent channel life and critical illness insurance applications – leading to financial security for clients and their loved ones
• Provide proactive and consistent information to advisors regularly
• Work directly with, and support, top tier strategic partner advisors
• Handle administrative and medical requirements including plan reviews, anti-money laundering, placing orders, and following up to expedite the underwriting requirements
• Process declined applications, refund premiums, process complex changes, reissue policies, and process settle documents
• Provide timely responses to emails, phone calls and Suncentral queries with excellent client service and solution driven skills
• Build business relationships with independent channel distribution partners, advisors, and back-office staff