Bilingual Mortgage Fulfilment Officer processing residential mortgage applications for Manulife Bank. Verifying documents, administering loan transactions, and coordinating mortgage fulfillment.
About the role
- Bilingual Tele-Interviewer conducting recorded health and lifestyle interviews for Sun Life’s life and critical illness insurance applications. Documenting confidential client information and coordinating with advisors and underwriting teams.
Responsibilities
- Conduct telephone interviews with clients applying for Life or Critical Illness Insurance
- Collect personal, medical, lifestyle, and health-related information through recorded interviews
- Accurately document client responses and ensure all required information is complete and compliant
- Provide a professional, client-focused experience during every interaction
- Schedule and conduct follow-up calls when clients are unavailable or additional information is required
- Answer client questions regarding the insurance application process and direct inquiries to appropriate business partners when necessary
- Manage assigned cases to meet service-level expectations while maintaining high accuracy and quality documentation
- Communicate proactively with advisors and internal partners
- Participate in team activities and foster a respectful, inclusive, and adaptable team environment
- Handle confidential client information and company records in accordance with privacy, security, compliance standards, and Code of Conduct requirements
Requirements
- Bilingualism (French, English, both oral and written) is required
- Minimum 2 years of customer service, contact centre, or telephone-based client support experience
- Excellent listening, interviewing, and relationship-building skills
- Strong attention to detail and commitment to accuracy
- Ability to maintain confidentiality when handling sensitive personal information
- Intermediate computer skills and proficiency with Microsoft Office applications
- Ability to type accurately while actively engaging with clients
- Experience in insurance, healthcare, financial services, or a related regulated environment is an asset
- Knowledge of life insurance products and underwriting processes is an asset
- Familiarity with medical terminology, conditions, and medications is an asset
- Previous experience conducting structured telephone interviews is an asset
Benefits
- Permanent full-time position
- Flexible Benefits from the day you join
- A caring, supportive, and inclusive culture
- Pension Plan
- Stock Ownership program
- 3 weeks of vacation
- Hybrid work flexibility
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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