Elevate client interactions as an Insurance Service Associate with Sun Life, utilizing your expertise in Traditional and Universal Life products. This role emphasizes case management and exceptional customer service.
As an Insurance Service Associate, you will manage requests from clients and advisors across various insurance products. Your day-to-day involves proactive communication and developing strong relationships to ensure quality service. You'll interpret policy provisions, apply tax regulations effectively, and enhance client experiences through problem-solving initiatives.
Key Responsibilities:
• Manage daily production of client and advisor cases
• Proactively communicate with advisors to clarify requests
• Develop strong client and internal business relationships
• Interpret all aspects of Life and Health insurance products
• Recommend solutions for process improvements and efficiency
Requirements:
• Knowledge of Traditional and Universal Life prod...