Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Bilingual New Business Coordinator managing insurance application data entry and customer communications. Collaborating with underwriting and financial partners for efficient workflow.
Responsibilities
- Complete verification data entry of insurance applications
- Conduct outbound calls, e-mail and written correspondence to applicants and financial institutions for any “not in good order” documents for missing information.
- Calls to customers to book tele-underwriting interviews
- Take ownership of these calls to ensure accurate and helpful information is communicated with exceptional customer service
- Ensure data tracking and reporting.
- Places additional requirements and ensures follow-up with the clients, external firms and other departments within the bank/financial institutions
- Perform information searches and ensure the transmission of relevant data to the appropriate stakeholders
- Other administration work as required.
Requirements
- 1 - 2 years of data entry and customer service experience required
- Strong English and French language skills for communication with customers in all locations
- Post secondary education is preferred
- Strong communication skills.
- Excellent keyboarding skills and knowledge of PC (Windows, Microsoft Office).
- Flexible and adaptable to variances in workflow.
- Enthusiastic, innovative.
- Solid organizational skills with the ability to prioritize.
- Ability to work in a team environment.
- Good problem-solving skills.
- General knowledge of medical terminology is an asset.
- Prior office/telephone work experience is an asset.
Benefits
- Flexible work arrangements with monthly financial allocations to support your work-life balance;
- Generous starting paid vacation time, plus additional vacation days for every year of service;
- Paid volunteer day so you can dedicate time to a cause you are passionate about;
- Paid personal and wellness days to support your total wellbeing;
- Educational assistance of up to $3,500 a year (with approval from your manager);
- Flexible health and wellness account (in addition to comprehensive drug and dental coverage) to help pay for a wide range of wellbeing services that are meaningful to you;
- Up to 14% of combined contributions to the RRSP matching program;
- Family-friendly maternity/parental leave and,
- Many more benefits, perks and programs.
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