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Senior Client Service Representative

Sun LifeSun Life·Financial Services

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Posted

14 days

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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:

Job Responsibilities
  • Conduct the pre/post sales call by face-to-face or phone with stipulate the tailor-made script to MCV with frequent Mandarin speaking.

  • Handle customer enquiries via hotline and walk-in services

  • Meet service standard and KPIs according to internal guidelines and rules

  • Conduct various outbound calls with documented protocols

  • Liaise with internal departments, channels and customers on replies to enquiries and required documents

  • Maintain and improves quality results by adhering to standards and guidelines; recommending improved procedures.

  • Provide customers with product and service information

  • Identify and escalate priority issues

  • Document all call information according to standard operating procedures

  • Participate in customer service-related projects and provide recommendations to improve work processes and service level of the team

Job Requirements

  • Diploma or above in any discipline

  • Minimum of 4 years in client service with good knowledge of insurance industry preferred

  • Holder of IIQE paper 1, 3 and 5 is preferable (may be obtained during probation)

  • Strong team player with positive attitude

  • Client-centric with good communication and interpersonal skills

  • Detail-minded, multi-tasked and able to work under pressure

  • Good spoken and written English & Chinese (both Cantonese and Mandarin)

  • Good PC skills in MS Office

     

We offer attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only used for recruitment purpose.) 

Job Category:

Customer Service / Operations

Posting End Date:

30/05/2026
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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?

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About Sun Life

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

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