Service Specialist (Group Benefits) at Sun Life
Toronto, ON M5J 2H7, Canada -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

58000.0

Posted On

16 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Management Skills, Overtime, Secondary Education, Business Knowledge, Communication Skills, Excel, Time Management, Negotiation

Industry

Marketing/Advertising/Sales

Description

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:

In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country. Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we’re proud to be their benefits provider.
Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?
We are looking for an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

STRONG GROUP BENEFITS BUSINESS KNOWLEDGE WITH AN UNDERSTANDING OF PRODUCTS, PROCESSES AND DISTRIBUTION

  • Client empathy and commitment to providing an excellent service and Client experience
  • Ability to build strong working relationships
  • Ability to work independently and as part of a high functioning team
  • Strong analytical and problem-solving abilities
  • Proven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
  • Excellent oral and written communication skills
  • Proficient in technological systems such as Word, Excel, PowerPoint etc.
  • Strong time management and organizational skills
  • Ability to manage deadlines and to work using influence and negotiation
  • Strong conflict management skills
  • Post-secondary education

UNIQUE REQUIREMENTS:

  • Valid drivers license as some travel will be required in this role
  • There may be times when overtime is required
Responsibilities

WHAT WILL YOU DO?

  • Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
  • Prepare for and deliver plan member education sessions and benefit fairs
  • Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
  • Participate in finalist presentations
  • Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
  • Understand client wants and needs and take action to meet and exceed them
  • Work closely with Implementation Team and new clients during the implementation process to successfully install new business
  • Meet with new clients to gather data critical to installation of new business
  • Prepare revisions for plan design changes and implement new plan design changes
  • Manage target dates with clients and Advisors with respect to plan design changes
  • Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
  • Actively participates in huddles & team meetings and shares learnings in a constructive manner.
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