Illustrations And Calculations Consultant

Montréal, QC, CA, Canada

Job Description

Vous etes unique, comme le sont votre parcours, votre experience et votre facon de voir les choses. Ici, on vous encourage et on vous motive a donner le meilleur de vous-meme, et on vous donne les moyens de le faire. Vous travaillerez avec des collegues dynamiques - experts dans leur domaine - qui sont impatients de partager leurs connaissances avec vous. Vous aurez des gestionnaires inspirants qui vous aideront a developper votre potentiel et a atteindre de nouveaux sommets. Chaque jour, vous aurez de nouvelles occasions de rendre la vie de nos Clients plus radieuse - ils sont au coeur de tout ce que nous faisons. Decouvrez comment vous pouvez faire une difference dans la vie des gens, des familles, des collectivites - ici et partout dans le monde.

Description de poste:




Illustrations are used by advisors and are instrumental in the servicing of Sun Life products. The Illustration Consultant reports to the Manager, Illustrations and Calculations and is a member of the In Force Illustrations and Calculations team within Individual Service Operations.


As an Illustration Consultant, you'll be responsible for providing top quality illustrations, calculations, and expertise for Traditional and Universal Life products to advisors, customers and internal business partners. You'll be a key resource, a team trainer and as required, an operational quality assessor.

What will you do?



Produce manual in force illustrations for all Traditional and Universal Life products Manually calculate premiums, dividends, loans and cash values for Traditional and Universal Life products Understand and provide comprehensive explanations of the illustrations Understand and apply various formulae and calculations correctly Understand and apply various internal and external Life Insurance rules and regulations correctly Subject Matter Expert for procedure improvements, product and system enhancements Build and maintain strong relationships with advisors and internal business partners

What do you need to succeed?



Comprehensive experience in life insurance with knowledge of Traditional and Universal Life Insurance products Ability to learn and understand different computer systems and programs quickly High level attention to detail to reduce risk of error with complex data Strong logic, problem solving and mathematical skills Highly effective communications skills, both written and verbal Ability to be self-motivated, self-directed and work independently in a fast paced, changing environment Solid understanding of Excel and an ability to use and manipulate Excel formulas to adjust calculations. As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for

Quebec only

for the frequent interactions with English and French-speaking colleagues or partners across Canada or worldwide.

Preferred Skills:



Illustration experience is an asset Process improvement experience Proficiency on the following mainframe systems: CSW (Customer Service Workbench), Ingenium Life, MLIF, TSO

What's in it for you?



The opportunity to move along a variety of career paths with amazing networking potential Flexible Benefits from the day you join to meet the needs of you and your family We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
LI-MS

L'echelle du salaire de base est pour l'emplacement principal du poste affiche. Elle peut varier selon l'emplacement du candidat selectionne et d'autres facteurs. En plus du salaire de base, les employes admissibles de la Sun Life participent a differents programmes de remuneration incitative, dont le montant octroye est discretionnaire et depend du rendement de l'employe et de la compagnie. Certains postes de vente participent a des programmes de remuneration incitative bases sur les resultats de vente individuels ou de groupe.


Depuis toujours, la diversite et l'inclusion sont au coeur des valeurs de la Sun Life. Nous croyons qu'un effectif diversifie, aux points de vue varies et aux idees creatives, est avantageux pour nos Clients, pour les collectivites ou nous exercons nos activites et pour nous tous, en tant que collegues. Nous accueillons avec enthousiasme les candidatures de personnes competentes provenant de tous les horizons.


Les personnes handicapees ayant besoin de mesures d'adaptation pour presenter leur candidature et celles qui doivent consulter les offres d'emploi dans un autre format peuvent envoyer leur demande par courriel a l'adresse thebrightside@sunlife.com.


Nous sommes fiers d'etre une organisation hybride qui offre aux employes le choix et la flexibilite de travailler au bureau ou a distance, selon les besoins de l'entreprise, ceux des Clients et les votres! Nous offrons plusieurs options de travail selon les exigences du poste et les besoins individuels. N'hesitez pas a en discuter pendant le processus de selection.


Nous remercions toutes les personnes qui auront manifeste leur interet pour ce poste. Nous ne communiquerons qu'avec celles retenues pour une entrevue.

Echelle salariale:




58,000/58 000 - 93,000/93 000

Categorie

d'emploi




Service clientele / Operations

Fin de

l'affichage




11/10/2025

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Job Detail

  • Job Id
    JD2845502
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montréal, QC, CA, Canada
  • Education
    Not mentioned