Process Plan Member Update Forms and extend Disability benefits
Help clients through the CPP/QPP Application process
Follow up with clients for part time earnings
Prepare and close LTD files that reach expiry
Review and update Power of Attorney/Authorization information
Address and EFT changes
Investigate returned mail
Handle inbound and outbound calls
Create an environment that promotes team member accountability and autonomy
Represent Sun Life professionally, internally and externally, and work well with partners and clients
Identify and suggest opportunities for process improvements

Requirements

Stellar customer service skills that puts the client first
Demonstrate active listening skills towards our Plan Members and Plan Sponsors
Exceptional time management and organizational skills
Outstanding communication skills – written and verbal
Thrive in a fast paced, high-volume production environment
Ability to take initiative and demonstrate sound judgement
Show resilience when taking on new responsibilities or handling difficult situations
Commitment and excitement towards continuous learning – every challenge is a new opportunity for growth
Teamwork and collaboration
Bilingualism (French, English) required for Quebec only

Benefits

Comprehensive benefits
Wellness programs, benefits and health incentives
Paid vacation based on experience and additional days to support family care and personal emergencies

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

customer serviceactive listeningtime managementorganizational skillscommunicationinitiativesound judgementresilienceteamworkcollaboration