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 will you do ? 

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 skills to resolve problems

Build business relationships with independent channel distribution partners, advisors, and back-office staff

Find creative solutions that work for the Advisor, the client and Sun Life 

What do you need to succeed?

Exceptional communication (verbal and written) and client service skills in both Mandarin & English

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 and analytical skills with strong mathematical aptitude

Results oriented and motivated to meet production targets on a daily basis

Skilled in problem-solving with a focus on process improvement

Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint) is an asset

Knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW) is an asset

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

What can we offer you?

Trusting, diverse and inclusive working environments

Supportive leadership who’s focused on your success and well-being

A hybrid environment with options to work from home and in the office

Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities

We also have a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives. This includes:

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 

Investment in not-for-profit organizations that are important to you 

Top up benefit for maternity/paternity leave 

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.

#LI-Hybrid

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 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.

Salary Range:

45,600/45 600 - 74,700/74 700

Job Category:

Customer Service / Operations

Posting End Date:

03/01/2025