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Underwriting Case Manager

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le novembre 23, 2022.

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:

The Underwriting Case Manager  is responsible for the prompt, accurate and complete end-to-end processing of life, Long Term Care and critical illness insurance applications submitted by our Third Party Distribution channel. Senior Wholesale Case Associate is also responsible to provide advisors with proactive and consistent information they need while contributing to an exceptional service experience.  Proactive communication and anticipating the needs of the advisors is an essential part of the exceptional service experience. This includes ensuring administrative and premium requirements are received, ordering underwriting requirements, and making changes to the policy as requested by the advisor prior to mailing the policy. The Senior Wholesale Case Associate ensures the accurate production of a policy contract for delivery to the advisors, processes the settle requirements and payments once accepted. It is our goal to create a strong and trusted relationship between Sunlife, the Advisors and their teams.

What will you do?

  • Prompt and accurate processing of all aspects of Third Party new business Long Term Care, life and critical illness insurance applications including conversions and replacements.

  • Provide proactive and consistent information to the advisors on a regular basis.

  • Prompt handling of administrative and evidence requirements including placing orders and following up to expedite the underwriting requirements so that the policy can be issued.

  • Provide a prompt and accurate production of the policy contract and include the invoice prior to mailing to the advisor or back office.

  • Promptly process declined applications and refund premiums if applicable, as well as process complex changes, adjustments, corrections, reissue of policies, process settle documents and handle cheque deposits.

  • Provide a prompt response to all emails, phone and advisor site queries with excellent customer service skills and an owner’s mindset to resolving any issues

  • It is essential to build productive business relationships with third party distribution partners, Advisors and back office staff. Finding creative solutions that work for the Advisor, the client and Sunlife are imperative to our business.

What do you need to succeed?

  • Bilingualism (French, English) required- interactions with English-speaking customers or partners

  • Exceptional customer service and communication skills – both oral and written

  • Able to prioritize and handle a variety of responsibilities daily

  • Proven ability to work well in a fast-paced, multi-tasking team environment

  • Analytical skills with strong mathematical aptitude

  • Excellent attention to detail

  • Able to handle stress and work within tight deadlines

  • Results oriented – works toward ensuring daily personal and team production targets are met

  • Process improvement driven and skill in problem solving

  • Proven time management and organization skills

  • Strong working knowledge of computer systems and software

  • Positive, enthusiastic, innovative


  • Extensive knowledge of retail life insurance products and systems (Ingenium, MLIF, CSW)

  • Confident level of knowledge of Excel, Word, MS Access, PowerPoint

Notes/Unique Requirements:

  • Depending on work volumes, overtime will be required

  • Vacation time may be limited during peak periods to ensure adequate coverage is maintained

What's in it for you?

  • 15 days vacation per year

  • Flexible Benefits from the day you join to meet the needs of you and your family

  • Pension, stock and savings programs to help build and enhance your future financial security

  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

41,700/41 700 – 68,000/68 000

Job Category:

Customer Service / Operations

Posting End Date: