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Case Management Associate for Insurance Services

Company

Sun Life Financial

Location

montreal, qc

Posted

July 04, 2026

Position Overview

Drive client success as a Case Management Associate at Sun Life, specializing in Individual Traditional and Universal Life insurance. Embrace a hybrid work model while delivering top-notch service.

In this role, you will handle client and advisor cases using a comprehensive case management approach. Your focus will be on exceptional customer service while ensuring timely and quality delivery of solutions. You'll work closely with dynamic colleagues and leverage your expertise to support clients effectively.

Key Responsibilities:
β€’ Own and manage cases in priority order daily
β€’ Ensure clear communication with clients on case details
β€’ Build relationships with advisors and other business partners
β€’ Interpret life product provisions and tax regulations accurately
β€’ Identify opportunities for process improvement and client experience

Requirements:
β€’ Strong knowledge of insurance products and services
β€’ Bilingu...

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