Sun Life Financial Services
Sun Life Financial Services (永明金融集团)于1865年注册成立，在世界各地为个人和公司客户提供广泛的储蓄、退休、养老金、人寿和健康等保险产品和服务，主要业务遍及加拿大、美国、英国和亚太地区，在世界二十多个重要市场设有办事机构，是加拿大排名前三的保险金融公司。
招聘岗位
亚洲市场客户代表
主要工作内容
  • Processing of new long-term care, life, and critical illness insurance applications, including conversions and replacements, handling complex changes and adjustments, and managing the policy through to issuance of contract
  • Ensure documentation and administrative requirements are met prior to submission of applications to expedite underwriting and policy issuance, and promptly follow up on requests for additional information by the underwriter or other back office teams
  • Investigate and follow-up on outstanding issues or requirements by contacting the advisors and/or back office team members
  • Timely and accurate production of policy contracts, invoices, declined applications and refunds of premiums where necessary
  • Build and maintain productive business relationships with third party distribution partners, underwriters and back office teams in order to meet and exceed Client expectations, using excellent communication skills by phone and e-mail
申请要求
  • 流利的英文与普通话沟通水平；
  • 金融行业客服经验优先考虑
工作地点
加拿大 · 滑铁卢
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