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Sun Life Financial, Inc.

Tele-Interviewer

Posted Yesterday
Remote
17 Locations
Entry level
Remote
17 Locations
Entry level
The Tele-Interviewer will conduct recorded interviews with clients, documenting their medical and lifestyle histories. Responsibilities include performing the interview, following up with clients, and communicating updates to advisors.
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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:

The interviewer's role is to, during a recorded interview, simultaneously interview the client and document the answers, collecting confidential information about the client's medical history (health and medication) and non-medical (lifestyle).

As a key touch point with the client, responsibilities include

  • completing the tele interview,
  • arranging for calling back with clients that are not available,
  • informing the advisor of updates on the case using CSW and/or over the phone
  • Answering the client’s questions about the next step of the process up to transferring the client to other units upon request.

Job Category:

Call Centre

Posting End Date:

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