At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills.
Follow a path that lets your talents shine.
Job Description :
Job description (heading) / Description du poste (titre)
Qualifications (heading) / Compétences (titre)
With at least 1 year experience in client care work with Insurance background.
Responsibilities (heading) / Responsabilités (titre)
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
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
Prepares and issues various written correspondence and facilitates clients’ requests for computation
Prepares daily and weekly fulfillment reports accurately based on agreed turnaround time
Will also handle welcome call as needed
Job Category :
Customer Service / Operations