Back

Client Care Representative - Group Retirement Services

Sun LifeSun Life·Financial Services

Apply effort

<60 sec

via Aplyr Quick Apply

Posted

85 days

01

About the role

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:

Sun Life Global Solutions is an off-shore based contact centre, established to assist the on-shore Client Care Centre of Sun Life Assurance of Canada in their operations, mainly in handling inquiries either through telephone and/or chat for Group Benefit and Individual lines of business.

Group Retirement Services (GRS) is the leading provider of Defined Contribution plans in Canada serving over 1 million plan members. It offers a wide range of products and services to meet the unique needs of SLF plan sponsors and plan members.

The CCR provides consistent quality customer service experience for GOVT and/ or GB/ GRS clients who contact the Client Contact Centre.

The CCR reports to the GRS Team Leader.

RESPONSIBILITIES:

  • Operational Excellence – Call Management
  • Interact and manage received calls effectively and professionally by providing the customers with outstanding customer service experience through the following:
  • Provide a “World Class Call” customer service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls)
  • Solve clients’ inquiries in a friendly and professional way from the very first call while adhering to Sun Life’s policies and procedures
  • Seek opportunities to proactively provide clients with additional information on Sun Life Financial products & services available to them
  • Be measured against quality, efficiency and effectiveness measures to help you continuously improve
  • Work collaboratively as a team to learn, improve and grow
  • Ensure that clients are educated of Sun Life Financial products whenever necessary or when there are opportunities.
  • Teamwork, Collaboration, and Engagement
  • Commit to work efficiently, cooperatively, and consistently with other team members, colleagues and/or superiors through various projects, learning and development, skills assessment, and/or process improvement.
  • Ensure to comply with the company’s internal and operations policies and guidelines.

QUALIFICATIONS and COMPETENCIES REQUIRED:

  • Bachelor’s degree graduate
  • Must have at least 1 year of BPO experience with a strong background in handling complex inbound account/s
  • Strong and effective verbal and written communication skills
  • Good listening skills
  • Effective problem solving skills:
    • Detect and recognize that there is a problem.
    • Identify the nature of the problem.
    • Define the problem.
    • Apply and advise the appropriate solution.
  • Multi-tasking in usage of tools and other resources to drive call resolution.
  • Effectively collaborate with on-shore partners
  • Collaborates effectively – partners to deliver on team and organization goals
  • Communicates confidently – Shares relevant information in a direct, compelling and transparent fashion. This is in horizontal and vertical structure.
  • Focuses on the customer – Builds relationships with customers by understanding and responding to their needs and ensuring fair treatment.
  • Takes accountability – Sets and achieves stretch objectives.
  • Understands our business – Knows the fundamentals of the Sun Life Financial business

We are an equal opportunity employer and welcome applications from Persons with Disabilities.

Job Category:

Call Centre

Posting End Date:

02

Aplyr's read

Sun Life is a global financial services leader, attracting professionals in insurance and investment with a focus on innovation and international growth.

Synthesized from recent postings & public sources

What's promising

  • Sun Life has a strong international presence, offering diverse career opportunities across various regions.
  • The company invests in cutting-edge technology, hiring roles like AI Innovator and MLOps Engineer.
  • Sun Life provides a wide range of roles, from actuarial to data governance, appealing to diverse skill sets.

What to watch

  • The financial services industry is highly competitive, posing challenges for market differentiation.
  • Regulatory changes in different countries can impact Sun Life's operations and strategic decisions.
  • Economic downturns may affect demand for insurance and investment products, impacting revenue.

Why Sun Life

  • Sun Life emphasizes innovation in technology, evident from roles like Manager, AI Innovator.
  • The company offers a global career path, with significant operations in Asia and North America.
  • Sun Life's focus on productivity and capability development is highlighted by dedicated leadership roles.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Sun Life

Sun Life is a leading international financial services organization providing a diverse range of insurance and investment products.

04

Similar roles