Manager I, High Net Worth Case Management
Sun Life(1 month ago)
About this role
A Senior HNW Operations professional at Sun Life supporting high-net-worth clients, brokers and relationship managers across life insurance solutions. The role focuses on delivering service excellence, ensuring regulatory compliance, and contributing to product and process improvements for HNW life insurance offerings.
Required Skills
- Case Management
- Underwriting
- Client Relations
- Policy Servicing
- Premium Financing
- Compliance
- Stakeholder Management
- Analytical Skills
- Process Improvement
- Reporting
Qualifications
- Bachelor's Degree
- 8+ Years Experience
- FLMI
- IIQE (Papers 1, 3 & 5)
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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