You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll 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. : Reporting to the Director, Governance Practices and Transformation, the Insurance Supervision Manager (ISM) provides oversight over insurance sales practices and will support the development and operation of the insurance oversight program. The ISM will be responsible for reviewing issued insurance policies and supporting documents to ensure adherence to the needs-based selling practices and monitor advisor adherence to post sale service expectations. The ISM will conduct insurance reviews and be responsible for the day-to-day operation of the Insurance Oversight Program, tracking of all insurance policies reviewed and follow-ups with advisors, handling escalations and provide coaching to advisors and field leaders. The ISM will identify process improvement, support the maintenance of the policies and procedures and review data to identify advisor trends and provide reporting to senior level management. What will you do?

• Review Issued Insurance policies to assess suitability following the Needs-based selling practices
• Review of associated Insurance documentation for completeness and adequacy
• Review client files for evidence of advisors meeting post-sales service expectations
• Conduct Quality Review analysis
• Document and track outcomes of reviews, any pending queries and required follow ups until they are closed
• Provide training/coaching feedback to the Advisors and Field leaders
• Maintain relationships with Advisors, Field Mangers, District Directors and Head Office staff
• Attend meetings with internal/external partners
• Identifies opportunities for improvement and increases in efficiency to meet strategic objectives
• Support reporting and trending analysis to senior leadership
• Provide consultation on enhancements to systems and processes
• Support the creation and maintenance of policies and procedures for new and existing processes

What do you need to succeed?

• Excellent knowledge of needs-based selling practices
• Ability to work effectively in a complex and evolving environment
• Ability to pivot quickly to changing priorities and manage competing demands while prioritizing
• Take ownership of assigned tasks and assume accountability of outcomes
• Demonstrated collaborative and interactive style that facilitates discussion within the team
• Ability to apply critical thinking skills to processes, escalations, and issue resolution
• Ability to work independently and highlight solutions and recommendations to leadership
• Detail oriented with the ability to understand how that detail fits into the bigger picture
• Excellent coaching, mentoring, and team-building skills
• Aptitude and willingness to learn
• Ability to be client-centric and to put the client first
• Technically inclined with the willingness to learn new systems and processes

Other Qualifications:

• A minimum of 3 years of experience in the Life and Health Insurance services industry or an equivalent combination of education and experience
• University degree/post secondary education
• Knowledge of Insurance Industry products and services
• Licensed with either Life Licensed Qualification Program (LLQP) or Life Office Management Association (LOMA)
• Must be in good standing with applicable regulators
• Bilingual (English/French)
• A professional financial services designation would be an asset
• Advisor experience would be an asset
• Bilingualism (French, English) required- management of English-speaking employees outside Quebec

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. 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. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 74,100/74 100 - 120,800/120 800 Job Category: Business Analysis - Process Posting End Date: 10/04/2023