Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Tele-Interview team plays a critical role in the life and health insurance application process by conducting professional telephone interviews with clients applying for insurance coverage. In this role, you will collect confidential personal, lifestyle, and health-related information while delivering an exceptional client experience and ensuring accurate documentation of all information obtained.

Responsibilities

• Conduct telephone interviews with clients applying for Life or Critical Illness Insurance.
• Collect personal, medical, lifestyle, and health-related information through recorded interviews.
• Accurately document client responses and ensure all required information is complete and compliant.
• Provide a professional, client-focused experience during every interaction.
• Schedule and conduct follow-up calls when clients are unavailable or additional information is required.
• Answer client questions regarding the insurance application process and direct inquiries to appropriate business partners when necessary.
• Manage assigned cases to meet service-level expectations while maintaining high accuracy, quality documentation, and strong organizational skills to handle competing priorities.
• Communicate proactively with advisors and internal partners, actively participate in team activities, and foster a respectful, inclusive, and adaptable team environment.
• Handle confidential client information and company records in strict accordance with privacy, security, compliance standards, and Code of Conduct requirements.

Requirements

• Strong communication skills in both Mandarin & English.
• Minimum 2 years of customer service, contact centre, or telephone-based client support experience.
• Excellent listening, interviewing, and relationship-building skills.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality when handling sensitive personal information.
• Intermediate computer skills and proficiency with Microsoft Office applications.
• Ability to type accurately while actively engaging with clients.
• Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Skills

• Mandarin
• English
• Customer Service
• Contact Centre
• Telephone-based client support
• Listening
• Interviewing
• Relationship-building
• Attention to detail
• Accuracy
• Confidentiality
• Microsoft Office
• Typing
• French

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• Minimum 2 years of customer service, contact centre, or telephone-based client support experience.

Salary/Compensations

• 49,000 - 77,000

Benefits

• Flexible Benefits from the day you join
• Pension Plan
• Stock Ownership program
• 3 weeks of vacation

About the Company

• At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
• We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
• We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

Equal Opportunity

• Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
• Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.