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Job Description

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

Job Description:

Please enter the externaljob description here (remove this line)

  • Job description (heading) / Description du poste (titre)
  • This position is responsible for answering all types of shared services telephone inquiries accurately and courteously using the various Client Care systems
    Qualifications (heading) / Comptences (titre)
  • .Education
    Graduate of any 4-year College course
    Experience
    With at least 1 year experience in client care work with Insurance background

    Responsibilities (heading) / Responsabilits (titre)
  • 1. Answers all types of inquiries of clients shared services telephone inquiries in a timely, accurate and courteous manner
    2. Resolves Client care technology-related inquiries, generates T-PIN/M-PIN requests, validates Sun Link online and SMS registration/resets passwords and facilitates Teleapplication processing.
    3. Responds to clients requests and facilitates resolution of their complaints
    4. Provides excellent front-line service over the telephone
    5. Logs all calls in the SalesForce system accurately, completely, concisely within 24 hours and immediately refers cases or requests beyond scope to the appropriate section/staff
    6. Monitors unresolved/ not updated referred SalesForce cases/requests coordinates with back-end support unit all requests and adjustments of clients records and updates SalesForce Service Requests (SR) until resolved based on agreed turnaround time
    7. Prepares and issues various written correspondence and facilitates clients requests for computation using specified worksheets
    8. Prepares daily and weekly fulfillment reports accurately based on agreed turnaround time
  • Internal Job Description

Job Category:

Call Centre

Posting End Date:

30/03/2026

More Info

About Company

Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.

Job ID: 134176105

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