Job Description

Operational Excellence – Call Management Interact and manage received calls effectively and professionally by providing the customers with outstanding customer service experience through the following: - Provide a “World Class Call” customer service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls) - Solve client’s inquiries in a friendly and professional way from the very first call while adhering to Sun Life’s policies and procedures - Seek opportunities to proactively provide clients with additional information on Sun Life Financial products & services available to them - Be measured against quality, efficiency and effectiveness measures to help you continuously improve - Work collaboratively as a team to learn, improve and grow - Operational Excellence – Sales Management: Upselling - Ensure that company’s products are upsold to customers whenever it is necessary or there are opportunities - Teamwork, Collaboration, and Engagement - Commit to work efficiently, cooperatively, and consistently with other team members, colleagues and/or superiors through various projects, learning and development, skills assessment, and/or process improvement. - Ensure to comply with the company’s internal and operations policies and guidelines. - Work from home set up is temporary based on management discretion.

Qualification Required

• Associate Degree