Payout Annuity Bilingual Client Service Representative

The role of Payout Annuity Client Service Representative offers an exciting opportunity to provide service to advisors and customers by the daily processing and administration of transactions related to our Payout Annuity products. You will maintain both new and existing business for the sales force and broker business. At times, you will be required to handle delicate situations involving our customers and advisors.

You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism and will be expected to provide excellent customer service on inbound calls from our advisors, as well as our distribution partners.

What you will do:

• Work with advisors, brokers and clients to provide service from pre-sale to issue

• Daily processing of transactions related to our products

• Respond pro-actively to inquiries or concerns from advisors, clients and distribution partners

• Develop and maintain good client and internal relationships while ensuring confidentiality

• Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data

• Provide phone support (8-4, 10-6) on a rotational basis

What do you need to succeed?

• Strong written and verbal skills

• Excellent customer service and interpersonal skills

• A high attention to detail and accuracy

• Proven ability to work well in a multi-tasked environment

• Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)

• Display professionalism at all times

• Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format

• Problem solving and good judgement

• Strong mathematical skills and Computer Savviness

• Ability to work and contribute in a team environment

• 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.

Assets:

• Experience with Payout Annuities

• Previous customer service or call centre experience

• Previous banking experience

• Previous experience with current Sunlife/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)

What's in it for you?

• 15 days of vacation per year

• Flexible benefits from day one to meet you and your family's needs

• Retirement, stock ownership and savings programs to help you build and enhance your future financial security

• Wellness programs that support the three pillars of your health - mental, physical and financial

Notes/Unique Requirements:

• Depending on work volumes, overtime may be required