Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Specialty Skills Associate supporting complex life and health insurance requests at Sun Life. Managing controls, resolving issues, and improving operations across legacy insurance systems.
Responsibilities
- Process client, advisor, system, and control-related work daily while managing priorities to meet service standards
- Deliver exceptional service to Advisors and Clients
- Develop and apply knowledge of Traditional Life, Universal Life, and Health Insurance products across legacy platforms and companies
- Monitor and manage system controls, investigate exceptions, identify root causes, and resolve issues
- Identify risks, close process gaps, and recommend process improvements
- Leverage digital tools, automation, and AI-enabled solutions to improve efficiency and decision-making
- Collaborate with internal partners to support business objectives and improve operational outcomes
Requirements
- Experience in the life insurance industry
- Knowledge of Traditional Life and Universal Life Insurance products
- Ability to quickly learn and navigate multiple systems, applications, and business processes
- Strong analytical and problem-solving skills
- Ability to connect information, identify trends, and investigate issues
- Curiosity and a continuous improvement mindset
- Ability to self-motivate, self-direct, and work independently in a fast-paced, evolving environment
- Strong ownership and accountability for accurate, timely, and high-quality work
- Excellent communication and relationship-building skills
- Commitment to continuous learning and expanding knowledge of products, systems, controls, and business processes
- Ability to adapt to new technologies, including AI-enabled tools
- Bilingualism in French and English, both oral and written, required for Quebec locations
- Proficiency in CSW (Customer Service Workbench), Ingenium Life, MLIF, and TSO preferred
Benefits
- Hybrid work arrangement with flexibility to work from the office and virtually
- Supportive, flexible, and inclusive work environment
- Learning, growth, and career development support
- Incentive plans for eligible employees, with payments discretionary and subject to individual and company performance
- Accommodation support during the application process
- Opportunities to work with global colleagues and make a meaningful difference for Clients and communities
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