Senior Associate, Underwriting and Vendor Support

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: hybrid

The SLFD Underwriting and Vendor Support Associate is responsible for the prompt, accurate and complete end-to-end processing of life, LTC and critical illness insurance applications. The SLFD Underwriting and Vendor Support Associate is also responsible to provide advisors with proactive and consistent information they need while contributing to an exceptional service experience. Proactive communication and anticipating the needs of the advisors is an essential part of the exceptional service experience. This includes ensuring administrative and premium requirements are received, ordering underwriting requirements, and answering client and advisor queries via phone and email. It is our goal to create a strong and trusted relationship between Sun Life, the Advisors and their teams.

What will you do?

• Prompt and accurate administration of all aspects of SLFD new business LTC, life and critical illness insurance applications including conversions and replacements.
• Prompt handling of administrative and evidence requirements including placing orders and following up to expedite the underwriting requirements so that the policy can be issued.
• Promptly process declined applications and refund premiums if applicable, as well as process complex changes, adjustments, corrections, reissue of policies, process settle documents and handle cheque deposits.
• Analyze and process daily reports
• Provide a prompt response using an owner’s mindset to resolving any issues
• Provide proactive and consistent information to the advisors on a regular basis (case management)

What do you need to succeed?

• Able to prioritize and handle a variety of responsibilities daily
• Proven ability to work well in a fast-paced, multi-tasking team environment
• Analytical skills with mathematical aptitude
• Excellent attention to detail
• Able to handle stress and work within tight deadlines
• Results oriented – works toward ensuring daily personal and team production targets are met
• Process improvement driven and skill in problem solving
• Proven time management and organization skills
• Proficient with Excel, Word, MS Access, PowerPoint
• Positive, enthusiastic, innovative
• Vacation time may be limited during peak periods to ensure adequate coverage is maintained
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

Reasons why you should join us under the sun

• A caring, supportive, and inclusive culture
• A collaborative and interactive team environment
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

45,600/45 600 – 74,700/74 700

Job Category:

Customer Service / Operations

Posting End Date:

03/11/2024