Tele-Interviewer
Sun Life(1 month ago)
About this role
The Interviewer conducts recorded telephone interviews with clients to collect confidential medical and lifestyle information. They document clients' answers and serve as a primary client touchpoint, coordinating callbacks and communicating case updates to advisors. The role includes answering client questions about next steps and transferring clients to other units as needed.
Required Skills
- Tele Interviewing
- Documentation
- Call Scheduling
- Client Communication
- Case Updates
- Confidentiality
- Medical History
- Record Keeping
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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