Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- New Business Coordinator at Manulife providing proactive support to corporate account offices and clients in the insurance application process. Building relationships and ensuring efficient processing of applications.
Responsibilities
- Provide proactive support to corporate account offices, national accounts, independent advisors, and clients
- Build strong, personalized relationships and provide exceptional support as the main point of contact throughout the new business process
- Proactively follow up on all pending cases to meet service standards
- Anticipate client needs and make outbound calls, send emails, or issue new business notifications
- Take full ownership of assigned cases, understand their urgency level, and help resolve obstacles that may delay processing
Requirements
- Bilingual (French & English) is required
- Outstanding written and verbal communication skills
- Demonstrated customer service experience
- Ability to adapt to different learning styles
- Proficiency with Microsoft tools (including AI tools)
- Strong team spirit and excellent interpersonal skills
- High adaptability and comfort in a constantly evolving environment
- Ability to influence, persuade, and guide others effectively
- Strong research abilities, problem identification skills, and contribution to solutions
- Excellent organizational skills and attention to detail
- Knowledge of individual life insurance terminology and products (an asset)
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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