Tele-Interviewer

Posted 20 Days Ago
Be an Early Applicant
Remote
1-3 Years Experience
Fintech • Payments • Financial Services
The Role
The Tele-Interviewer conducts recorded interviews with clients to gather and document their medical and lifestyle information, assists with follow-up calls, keeps advisors updated on cases, and answers client questions about the interview process.
Summary Generated by Built In

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:

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:

The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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