Client Service Representative

Client Service Representative

Client Service Representative

Client Service Representative

Locations: Kitchener, Ontario

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: JR00103203

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: Hybrid (Waterloo or Montreal)

Reporting to the Team Leader, Admin, the Client Service Representative will be involved with the daily administration of policies and will respond to questions from customers, advisors, and brokers as well as providing policy issue and servicing support to the Personal Health Insurance line of products.

Our Personal Health Insurance (PHI) product offers health and dental benefits to individuals and families who don't have access to these benefits through an employer. The marketplace is highly competitive that requires quick and effective responses to changing customer needs. We are in the midst of exciting changes to continue to effectively administer this product.

What will you do?

- Maintain client information, including banking information, customer and dependant data, and coverage options.
- Administration tasks including customer billing, policy set up, policy amendments, terminations,





and other service activities.
- Handle escalated and complex cases and work collaboratively to ensure daily assigned work is completed.
- Provide accurate information and service on the phone and through the Customer Service Workbench (CSW) system.

What do you need to succeed?

- Previous experience in customer service in a related field.
- Excellent communication skills, both written and verbal.
- Demonstrated problem-solving, prioritization, and decision-making abilities in a fast-paced environment, with Client as primary focus.
- Ability to look for opportunities to improve processes to increase efficiency and/or improve the experience for customers and advisors.
- Bilingualism (French, English, both oral and written) is required for Quebec only,





as the position reports to a unilingual English-speaking manager outside Quebec.

Preferred skills:

- Group Benefits or Personal Health Insurance product knowledge are strong assets.
- Group systems knowledge including CSW, Oasis, and Chess.

What’s in it for you?

- We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
- We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year.
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.






- Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching, and more.

Salary Range: 45,600 - 74,700

Job Category: Customer Service / Operations

Posting End Date: 18/10/2024

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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▶️ Client Service Representative
🖊️ Sun Life Financial
📍 Kitchener