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:

The Tele-Interview team plays a critical role in the life and health insurance application process by conducting professional telephone interviews with clients applying for insurance coverage. In this role, you will collect confidential personal, lifestyle, and health-related information while delivering an exceptional client experience and ensuring accurate documentation of all information obtained.

As a Tele-Interviewer, you will serve as a key point of contact for clients, advisors, and Underwriting teams. You will maintain high standards of professionalism, accuracy, confidentiality, and customer service while supporting operational efficiency and compliance requirements.

What will you do?

• Conduct telephone interviews with clients applying for Life or Critical Illness Insurance.
• Collect personal, medical, lifestyle, and health-related information through recorded interviews.
• Accurately document client responses and ensure all required information is complete and compliant.
• Provide a professional, client-focused experience during every interaction.
• Schedule and conduct follow-up calls when clients are unavailable or additional information is required.
• Answer client questions regarding the insurance application process and direct inquiries to appropriate business partners when necessary.
• Manage assigned cases to meet service-level expectations while maintaining high accuracy, quality documentation, and strong organizational skills to handle competing priorities.
• Communicate proactively with advisors and internal partners, actively participate in team activities, and foster a respectful, inclusive, and adaptable team environment.
• Handle confidential client information and company records in strict accordance with privacy, security, compliance standards, and Code of Conduct requirements.

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada. 
• Minimum 2 years of customer service, contact centre, or telephone-based client support experience.
• Excellent listening, interviewing, and relationship-building skills.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality when handling sensitive personal information.
• Intermediate computer skills and proficiency with Microsoft Office applications.
• Ability to type accurately while actively engaging with clients.

Assets

• Experience in insurance, healthcare, financial services, or a related regulated environment.
• Knowledge of life insurance products and underwriting processes.
• Familiarity with medical terminology, conditions, and medications.
• Previous experience conducting structured telephone interviews.

Unique Requirements

• Please note that the work schedule is Monday to Friday, 12PM to 8PM
• Hybrid work environment with 2 days in-office per week

What’s in it for you?

• We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
• Permanent full-time position with Flexible Benefits from the day you join
• A caring, supportive, and inclusive culture
• Pension Plan, Stock Ownership program, 3 weeks of vacation, and more.

#LI-Hybrid

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.

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