Case Manager for Financial Services

Enhance your career as a Resolution Case Manager with Sun Life Financial. This role involves providing coaching, addressing escalated issues, and enhancing client service processes.
As a Resolution Case Manager, you will respond to inquiries from Financial Services Consultants and eliminate knowledge gaps to improve service delivery. This includes consulting with senior executives, owning the resolution of escalated issues, and managing the CSC Knowledge in-box effectively.
Key Responsibilities:
• Respond promptly to Financial Services Consultants' questions
• Provide coaching and training for individuals and small groups
• Review and resolve escalated client issues competently
• Consult with Sun Life Financial Executives and Ombudsman
• Improve continuous processes in the Customer Service Center
Requirements:
• Proficient knowledge of group retirement and insurance products
• Strong consulting and negotiating skills
• Excellent verbal and written commu...