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Insurance Service Associate – Case Management
Sun LifeInsurance Service Associate applying case management for client and advisor requests at Sun Life. Working collaboratively to deliver timely service for insurance products in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving skills while providing exceptional service to clients and advisors. Proficient in managing client requests and maintaining relationships, with a requirement for bilingual communication in French and English.
Highest-signal resume keywords
Analytical SkillsProblem SolvingBilingualism (French, English)Life Product KnowledgeClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case ManagementLife Product Knowledge
Soft Skills
Exceptional ServiceCollaborationProactive Communication
Industry Keywords
Traditional LifeUniversal Life
About the role
Key responsibilities & impact- Provide exceptional service to clients and advisors
- Apply case management approach for client requests
- Collaborate with team to ensure timely delivery of cases
- Maintain strong relationships with advisors and clients
- Communicate proactively with advisors and clients
Requirements
What you’ll need- Developed analytical and problem solving skills
- Traditional and Universal Life product knowledge
- Bilingualism (French, English) required for Quebec
- Ability to work overtime when needed
- Phone coverage until 5 pm on a rotating basis
Benefits
Comp & perks- Various incentive plans
- Discretionary payment based on performance
- Flexible work arrangements