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.

REQUIREMENTS

• Understanding of products, processes and distribution
• Valid drivers license
• Some travel will be required in this role
• There may be times when additional work beyond the normal work day is required
• Post-secondary education

BRIEF SUMMARY OF THE ROLE – WHAT’S IN IT FOR YOU

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.

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.