Full-Time

Client Service Representative

Group Retirement Services Payout Annuity Services

Confirmed live in the last 24 hours

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Financial Services

Compensation Overview

$47k - $77kAnnually

+ Incentive Plans

Junior, Mid

Montreal, QC, Canada

Hybrid position requiring in-office presence 2 days a week.

Category
Quality Control & Compliance
Supply Chain Management
Transportation & Distribution
Warehouse Operations
Operations & Logistics
Required Skills
Customer Service
Requirements
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
  • Commitment to quality and detail oriented
  • Strong organizational skills and ability to meet tight deadlines
  • Effective problem solving skills
  • Active team player with the ability to work autonomously
  • Proficient in procedure documentation
  • Superior customer focus and interpersonal skills
  • Experience in financial or accounting
  • Knowledge of pension legislation and annuities
  • College diploma or minimum of 3 years of customer service experience
  • Advanced knowledge of Microsoft Office applications (Word, Excel, Access)
Responsibilities
  • Contribute to continuous improvement initiatives and projects
  • Responsible to manage complex process with high volume of data
  • Respond to inquiries from customers, sponsors, consultants and internal business partner
  • Responsible for plan reconciliation and other plan specific tasks
  • Handle quality control on various tasks
  • Investigate and resolve escalated issues and complaints quickly and accurately
  • Provide functional training to the team

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through insurance premiums, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Sun Life's consistent recognition as a Top Workplace indicates a positive work environment and strong employee satisfaction.
  • The company's strategic appointments, such as Maya Beri as CIO and Randy Lianggara as president of emerging markets in Asia, suggest a focus on leadership and growth in key regions.
  • Sun Life's philanthropic efforts, including significant donations and grants, reflect a strong commitment to community support and corporate social responsibility.

What critics are saying

  • The competitive landscape in global financial services requires Sun Life to continuously innovate to maintain its market position.
  • Economic fluctuations and regulatory changes in diverse markets could impact Sun Life's financial performance and strategic initiatives.

What makes Sun Life unique

  • Sun Life's commitment to sustainability, aiming for net zero emissions by 2050, sets it apart in the financial services industry.
  • The company's diverse product offerings, including life and health insurance, financial planning, and investment solutions, cater to a wide range of clients globally, unlike competitors with narrower focuses.
  • Sun Life's innovative technology, recognized by awards like the HKB Technology Excellence Awards, enhances client engagement and service delivery.

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