Case Associate

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:

Location: In-Office at Waterloo King

Are you looking for a career with endless growth opportunities? If you answered ‘yes,’ Sun Life is the right place for you. You’ll get to be part of a supportive culture and community that celebrates each other’s successes and supports one another through learning opportunities.

Reporting to the Team Leader, the Case Associate is responsible for a variety of tasks related to document management, mail distribution, and administrative support.

What will you do?

• Manage all aspects of mail and courier services, including returned mail and hard copy settlement documents
• Printing and mailing letters
• Manage imaging tasks
• Handle Policy Mail and Structured Settlements offers
• Coordinate the processing and pickup of cheques
• Fulfill administrative requests from Case Managers and the High Net Worth (HNW) team.
• Sending supplies to Case Managers, HNW, and Underwriting teams.
• Handling fax requests from other insurance companies

What do you need to succeed?

• Customer service or administrative experience
• Strong organizational skills and attention to detail
• Effective written and verbal communication skills
• Ability to multitask and prioritize responsibilities effectively in a fast-paced environment

Preferred skills

• Experience with managing mail and courier services
• Familiarity with handling cheques, including processing and deposit procedures
• Proficiency with document management, imaging and fax database operations

What's in it for you ?

• We’re proud to be recognized as a company with a 2024 Most Trusted Executive team by Great Place to Work® Canada
• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we’ll match your contributions.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being

Unique Requirements

• As the role is in-office, the selected candidate must be available to work full-time and commute to the Waterloo King office.
• Depending on work volumes, overtime may be required.
• Vacation time may be limited during peak periods to ensure adequate coverage is maintained.

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.

Salary Range:

Job Category:

Posting End Date: