Sun Life Financial, Inc. Logo

Sun Life Financial, Inc.

Tele-Interviewer

Posted 21 Days Ago
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.
The summary above was generated by AI

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:

Similar Jobs

Yesterday
Remote
17 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The Tele-Interviewer is responsible for conducting recorded interviews, documenting clients' medical and non-medical information, and updating advisors about client cases. This role involves contacting clients, answering their questions about the process, and facilitating transfers to other units if necessary.
Yesterday
Remote
17 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As a Tele-Interviewer, you will conduct interviews with clients, document their medical history and lifestyle information, and serve as a liaison for clients with advisors, ensuring they understand next steps in the process.
21 Days Ago
Remote
17 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The Tele-Interviewer conducts recorded interviews to gather confidential information about a client’s medical and lifestyle history. Responsibilities include completing interviews, following up with clients, updating advisors on cases, and addressing client inquiries about the process.

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account