Bilingual Insurance Associate

Description:

Sun Life Financial is looking for exceptional, customer oriented team players who are willing to join a fast-paced, challenging environment in our Client Solutions Centre.

The Client Solutions Centre within Sun Life Canada represents one of the fastest growing and most profitable areas in the Canadian operation. As a member of our dynamic team, this role is accountable for providing outstanding customer service and support by managing telephone inquiries from our Group Retirement and Pension Plans. In doing so, you will enhance customer, client and agent relationships and contribute to building customer loyalty through the delivery of accurate and timely information.

As an Insurance Associate within Client Solutions, you will play an integral role towards supporting the execution of our In-Plan Welcome Strategy. You will engage and build relationships with our in-plan sponsor members through the Welcome experience in an effort to reinforce the value proposition and benefits of their sponsor plan.

Main accountabilities:

• Effectively handle a variety of group wealth telephone calls inquiries while also supporting the efforts of our In-Plan welcome program

• Provide general information on plan options to members related to their financial needs, including savings and retirement income

• Provide superior customer service by assessing the needs of our members while also addressing issues in a timely manner (including member follow-ups) and meeting productivity and quality objectives

• Leverage our system applications to gather information required to resolve member related inquiries

• When appropriate, introduce members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice

• Keep abreast of product changes, understand new products that come to market or are developed by legislation, understand changes in the industry and be mindful of competitor information.

• Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clients.

• Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement.