Insurance Associate

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid (Montreal)

Sun Life Financial is looking for exceptional, customer oriented team players who are willing to join a fast-paced, challenging environment in our Client Solutions Centre.

The Client Solutions Centre (CSC) within Sun Life Financial (SLF) Canada represents one of the fastest growing and most profitable areas in the Canadian operation. As a member of our dynamic team, this role is accountable for providing outstanding customer service and support by managing telephone inquiries from our Group Retirement and Pension Plans. In doing so, you will enhance customer, client and agent relationships and contribute to building customer loyalty through the delivery of accurate and timely information.

As a Non-licensed Financial Services Representative within Client Solutions, you will play an integral role towards supporting the execution of our In-Plan Welcome Strategy. You will engage and build relationships with our in-plan sponsor members through the Welcome experience in an effort to reinforce the value proposition and benefits of their sponsor plan.

What will you do?

• Effectively handle a variety of group wealth telephone calls inquiries while also supporting the efforts of our In-Plan welcome program
• Provide general information on plan options to members related to their financial needs, including savings and retirement income
• Provide superior customer service by assessing the needs of our members  while also  addressing issues in a timely manner (including member follow-ups)  and meeting  productivity and quality objectives
• Leverage our  system applications  to gather information required to resolve  member related  inquiries
• When appropriate, introduce members  to a Sun Life Advisor to assist with an identified need/want for holistic financial advice
• Keep abreast of product changes, understand new products that come to market or are developed by legislation, understand changes in the industry and be mindful of competitor information.
• Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clients.
• Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement.

What do you need to succeed?

• Superior customer service skills that consistently demonstrate professionalism
• Tolerance to ambiguity and flexibility with shifting priorities
• Effective time and personal management in blended Call Centre environment (balancing inbound and outbound calling)
• Ability to positively adapt to change as products, processes and systems continue to evolve
• Proficient knowledge of GRS products, GB products and CSC Rollover products
• Team oriented
• Attention to detail to generate results while complying with client experience and quality standards
• Ability to document and share constructive and timely feedback on both the client and FSC experience
• 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.

Assets

• Experience in blended or outbound Call Centre or telephone servicing
• Experience with Siebel
• Knowledge of Group Insurance products
• College diploma or University degree

Notes/Unique Requirements

• Commitment to a scheduled environment
• Must be available to work all shifts between 8:00am - 8:00pm

Reasons why should you join us under the sun

• An environment of continuous learning, development, and improvement
• 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 are proud to be on the 202 Best Workplaces in Canada list by Great Place to Work.

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].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

49,000/49 000 - 77,000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

30/08/2026