Manage a block of litigated disability claims at Sun Life with a focus on proactive customer service and financial outcomes. Collaborate closely with legal and claims operations teams.
About the role
- Intern role assisting the patrimoine management team at Canada Life. Responsible for sales activity management and reports generation in Salesforce.
Responsibilities
- Soutenir l’équipe des ventes en assurant la gestion des activités et le suivi des dossiers
- Produire des rapports sur les occasions, la segmentation et la gestion des activités dans Salesforce
- Préparer des campagnes et des événements spéciaux
Requirements
- Diplôme d’études postsecondaires en commerce ou dans un domaine connexe obtenu ou en voie d’être obtenu
- Titres professionnels liés au CCVM ou à l’IFIC obtenus ou en voie d’être obtenus, ou forte motivation à les obtenir
- Expérience dans des postes liés à la vente ou à la représentation, ou dans d’autres postes qui nécessitent l’interaction avec les clients
- Bilinguisme (maîtrise du français et de l’anglais)
Benefits
- Opportunité de développement professionnel
- Flexibilité au travail
- Ambiance de travail dynamique et inclusive
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