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:

Please enter the external job description here (remove this line)

Job description (heading) /  Description du poste (titre)

• Process FALCON transactions as assigned by Group Admin Associate.

  New Business

  Claims

  Collection Follow-up

  Underwriting

  CAS Disbursement

  Client Engagement – Client Loyalty Program (CLP) logistics

  Attends and provides prompt response to Group Admin Associate related to the transactions assigned.

  Provide status and update on the accounts

  Escalates queries and concern related to the transactions. 

  Update FALCON tracker for  all processed transaction

  Attends and provides prompt response to phone and email inquiries of clients and intermediaries within the timeline indicated below. Immediately escalates cases which are beyond the authority.

  Answers simple within first contact resolution; moderate within 2 days and escalates complex cases.

  Updates clients and intermediaries on resolutions for escalated cases.

  Acknowledges emails within 1 day from receipt and provides reply within 2 days and escalates complex cases.

Preferred skills (heading) / Compétences particulières (titre)

• Communication skills
• Critical thinking skills
• Adaptability

Qualifications (heading) / Compétences (titre)

• College graduate

Responsibilities (heading) / Responsabilités (titre)

• Attends to incoming documents
• Attends to business records
• Process releasing of Policy Contract
• Process generation of POC

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