In force Illustrations & Calculation Consultant at Sun Life
Montréal, QC H2T 3B2, Canada -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

54000.0

Posted On

19 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Tso

Industry

Marketing/Advertising/Sales

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:

Illustrations are used by advisors and are instrumental in the servicing of Sun Life products. The Illustration Consultant reports to the Manager, Illustrations and Calculations and is a member of the In Force Illustrations and Calculations team within Individual Service Operations.
As an Illustration Consultant, you’ll be responsible for providing top quality illustrations, calculations, and expertise for Traditional and Universal Life products to advisors, customers and internal business partners. You’ll be a key resource, a team trainer and as required, an operational quality assessor.

PREFERRED SKILLS:

  • Illustration experience is an asset
  • Process improvement experience
  • Proficiency on the following mainframe systems: CSW (Customer Service Workbench), Ingenium Life, MLIF, TSO
Responsibilities
  • Produce manual in force illustrations for all Traditional and Universal Life products
  • Manually calculate premiums, dividends, loans and cash values for Traditional and Universal Life products
  • Understand and provide comprehensive explanations of the illustrations
  • Understand and apply various formulae and calculations correctly
  • Understand and apply various internal and external Life Insurance rules and regulations correctly
  • Subject Matter Expert for procedure improvements, product and system enhancements
  • Build and maintain strong relationships with advisors and internal business partners
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