[滑鐵盧實習]金融集團SunLifeFinancial招亞洲市場客戶代表

Sun Life Financial Services
Sun Life Financial Services (永明金融集團)於1865年註冊成立,在世界各地為個人和公司客戶提供廣泛的儲蓄、退休、養老金、人壽和健康等保險產品和服務,主要業務遍及加拿大、美國、英國和亞太地區,在世界二十多個重要市場設有辦事機構,是加拿大排名前三的保險金融公司。
招聘崗位
亞洲市場客戶代表
主要工作內容
  • 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
申請要求
  • 流利的英文與普通話溝通水平;
  • 金融行業客服經驗優先考慮
工作地點
加拿大 · 滑鐵盧
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