Looking for a career with endless growth opportunities? If you answered ‘yes,’ Sun Life is the right place for you. You’ll get to be part of a supportive culture and community that celebrates each other’s successes and supports one another through learning opportunities.

Reporting to the Case Management Team Leader, the Case Manager is responsible for the complete end-to-end processing of life and critical illness insurance applications submitted by our Independent Insurance Channel (IIC) advisors. In this role, you’ll create strong and trusted relationships with your Sun Life peers, advisors, and advisors’ teams, through close collaboration, consistent and proactive communication, and excellent client service.

What will you do?

• Process all aspects of independent channel life and critical illness insurance applications – leading to financial security for clients and their loved ones.

• Provide proactive and consistent information to advisors regularly

• Work directly with, and support, top tier strategic partner advisors

• Handle administrative and medical requirements including plan reviews, anti-money laundering, placing orders, and following up to expedite the underwriting requirements

• Process declined applications, refund premiums, process complex changes, reissue policies, and process settle documents

• Provide timely responses to emails, phone calls and Suncentral queries with excellent client service skills to resolve problems

• Build business relationships with independent channel distribution partners, advisors, and back-office staff

• Find creative solutions that work for the Advisor, the client and Sun Life

What do you need to succeed?

• Exceptional communication (verbal and written) and client service skills

• A positive, enthusiastic, and team-oriented mindset

• A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment

• Excellent attention to detail and analytical skills with strong mathematical aptitude

• Results oriented and motivated to meet production targets on a daily basis

• Skilled in problem-solving with a focus on process improvement

• Strong working knowledge of computer systems and software; proficient in MS Office Suite (Excel, Word, MS Access, PowerPoint) is an asset

• Knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW) is an asset

What else should you know?

• Depending on work volumes, overtime may be required.

• Vacation time may be limited during peak periods to ensure adequate coverage is maintained.

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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