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:
Job Summary
This an amazing career opportunity to join the pioneers of the international high-net-worth life insurance industry! We’re looking for a detail-oriented individual to join our fast-paced and dynamic Operations department.
In this role you will manage our email mailbox, handle intake functions of new business submissions, case rework, enquiries, review client due diligence documents, applications submissions, and assist with policy issuance and assembly. You will collaborate with various internal stakeholders including Underwriting, Partnership and Business Development, and Compliance.
Accuracy in data input and good time management are key to success in this role. Excellent communications skills are a must as we strive to be the service provider of choice for Distributors and Clients.
Key Responsibilities
- Mailbox management: ensure incoming emails are reviewed and routed to the right business unit for processing promptly
- Intake: ensure incoming emails are worked and routed in a timely manner in accordance with our service standards
- Case setup: data input case records on our systems and index documents to for easy access for our Underwriters
- Client Due Diligence: demonstrate proficiency in our AML/CFT procedures, perform name screening and review hits
- Policy issuance: aid our Distributors to ensure their submissions are in good order for policy issuance
Job Requirements
- Education: Bachelor's degree or equivalent industry designations
- Experience: At least 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market. You should be able to demonstrate a proven track record of streamlining operations and driving efficiency.
- Skills: Accuracy in data input, detail-oriented with an eye for details, excellent communication, strong time management and ability to multi-task
- Mindset: Innovation passion for process improvement and a pro-active, can-do attitude.
Preferred skills
- Meticulous and detail-oriented
- Data input accuracy
- Strong time management skills
- Excellent communication skills
- Ability to multi-task
Job Category:
Customer Service / Operations
Posting End Date:
30/05/2025
What We Do
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years
