Case Management Coordinator

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:

Contract: 6-month

Location: Hybrid

We are looking for an energetic, driven individual to join our Insurance Service Operations as a Case Management Coordinator. In this position, you will be accountable to manage work distribution in support of achieving our objectives and operational key results (OKRs).

What will you do?

Let’s start by defining the area we are hiring for, which is Individual Insurance Service Operations (ISO). We directly support Advisors and Clients with Life and Health Insurance products. Our ‘world’ is focused on delivering timely and accurate requests for advisors, Clients, and internal business partners. We handle requests requiring wholistic specialized knowledge. The Case Management Coordinator ensures our work is distributed promptly and to the correct individuals.

More specifically, you will:

• Manage distribution and prioritization of daily work assignments to get work out timely and accurately.
• Work with leaders to resolve for work that falls outside of expected delivery targets and any escalations that are received.
• Track, analyze and report on a variety of proactive and retroactive metrics to support business operations.
• Utilizing different software to distribute work, input information, and maintain data files and records.
• Conduct weekly audits for team statistics

What do you need to succeed?

• Ability to put the client first - You deliver on the highest priority work.
• Problem Solver - You connect the dots to piece together what’s happening. You question the norm and whether we’re doing the right thing or if there’s a better way.
• Manage Complexity - You’re comfortable asking questions to understand our business, our business partners and how the business works. You are also able to ask for support where needed.
• Build Effective Relationships - You are a team player and have excellent communication skills. You build rapport and relationships to support business objectives. You work effectively with others who have different perspectives, backgrounds and/or styles.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Who you are:

• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel and PowerPoint).
• Ability to learn and adapt quickly to new PC tools.
• Excellent written and verbal communication skills.
• Energetic, enthusiastic and able to interact diplomatically with people.
• Self-directed and able to work with limited supervision.
• Administrative experience in a related field, or a combination of education and experience.

What’s in it for you?

• A collaborative and interactive team environment
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work!
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
• Fluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needs.

#LI-Hybrid

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.

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