Insurance Service Associate – Case Management

Sun Life • Montreal, Quebec • Posted July 01, 2026

About the Role

Job Description

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The Insurance Service Associate provides exceptional service by applying a case management approach to client and advisor requests for Individual Traditional, Universal Life and Health products. The Associate utilizes product and process expertise to handle requests holistically. The Associate also collaborates with their team to ensure cases deliver on time and with good quality.


Main Accountabilities

  • Daily production of client and advisor cases, managed in priority order
  • Use the case history to understand what the advisor and client is trying to accomplish
  • Owns the outcome of the cases assigned
  • Proactive communication (phone call) with advisors and clients when a request could be mis-interpretative or we’re missing information
  • Daily/weekly team phone coverage from 8:00 –5:00 to handle calls transferred from the Customer Care Center Build and maintain strong relationships with advisors, clients and int...