Posted 3 days ago
Associate 2 (Group Administration) - Fixed Term
AI Summary
Processes FALCON transactions and supports Group Administration tasks including new business claims collection, underwriting, disbursement, and client loyalty program logistics. Handles client and intermediary inquiries, escalates complex cases, and maintains transaction trackers.
About this role
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.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Please enter the external job description here (remove this line)
Job description (heading) / Description du poste (titre)
Process FALCON transactions as assigned by Group Admin Associate.
New Business
Claims
Collection Follow-up
Underwriting
CAS Disbursement
Client Engagement – Client Loyalty Program (CLP) logistics
Attends and provides prompt response to Group Admin Associate related to the transactions assigned.
Provide status and update on the accounts
Escalates queries and concern related to the transactions.
Update FALCON tracker for all processed transaction
Attends and provides prompt response to phone and email inquiries of clients and intermediaries within the timeline indicated below. Immediately escalates cases which are beyond the authority.
Answers simple within first contact resolution; moderate within 2 days and escalates complex cases.
Updates clients and intermediaries on resolutions for escalated cases.
Acknowledges emails within 1 day from receipt and provides reply within 2 days and escalates complex cases.
Preferred skills (heading) / Compétences particulières (titre)
- Communication skills
- Critical thinking skills
- Adaptability
Qualifications (heading) / Compétences (titre)
- College graduate
Responsibilities (heading) / Responsabilités (titre)
- Attends to incoming documents
- Attends to business records
- Process releasing of Policy Contract
- Process generation of POC
Job Category:
Administrative ServicesPosting End Date:
29/11/2026Skills
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