Posted:
8/21/2024, 5:00:00 PM
Location(s):
Quebec, Canada ⋅ Ontario, Canada ⋅ Waterloo, Ontario, Canada ⋅ Montreal, Quebec, Canada
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
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:
The role of Payout Annuity Client Service Representative offers an exciting opportunity to provide service to advisors and customers by the daily processing and administration of transactions related to our Payout Annuity products. You will maintain both new and existing business for the sales force and broker business. At times, you will be required to handle delicate situations involving our customers and advisors.
You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism and will be expected to provide excellent customer service on inbound calls from our advisors, as well as our distribution partners.
What you will do:
Work with advisors, brokers and clients to provide service from pre-sale to issue
Daily processing of transactions related to our products
Respond pro-actively to inquiries or concerns from advisors, clients and distribution partners
Develop and maintain good client and internal relationships while ensuring confidentiality
Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data
Provide phone support (8-4, 10-6) on a rotational basis
What do you need to succeed?
Strong written and verbal skills
Excellent customer service and interpersonal skills
A high attention to detail and accuracy
Proven ability to work well in a multi-tasked environment
Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
Display professionalism at all times
Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
Problem solving and good judgement
Strong mathematical skills and Computer Savviness
Ability to work and contribute in a team environment
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Assets:
Experience with Payout Annuities
Previous customer service or call centre experience
Previous banking experience
Previous experience with current Sunlife/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)
What's in it for you?
15 days of vacation per year
Flexible benefits from day one to meet you and your family's needs
Retirement, stock ownership and savings programs to help you build and enhance your future financial security
Wellness programs that support the three pillars of your health - mental, physical and financial
Notes/Unique Requirements:
Depending on work volumes, overtime may be required
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 [email protected].
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:
43,200/43 200 - 70,800/70 800Job Category:
Customer Service / OperationsPosting End Date:
05/09/2024Website: https://dentaquest.com/
Headquarter Location: Nashville, Tennessee, United States
Employee Count: 1001-5000
Year Founded: 2001
IPO Status: Private
Industries: Dental ⋅ Health Care ⋅ Hospital ⋅ Insurance ⋅ Medical ⋅ Wellness