Job Description

You are as unique as your background, experience and point of view. Here, youxe2x80x99ll 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.:The focus of this Documents Specialist role in Group Benefits Administration is to support a positive GB customer experience through the successful set up of New Business and Revision documents. This role demands strong technical skills, workflow management ability as well as a passion for both high quality customer service and relationship management.What will you do?Processing new business and/or revisions documents within established service standards (accuracy & timeliness)Respond to inquiries from internal business partnersInterpretation of plan design details; seek clarification to ensure "right" outcomeUnderstanding and analysis of customer needs to recommend system setup that supports those needsPartnering with Service Representatives, Implementation Specialists, Customers and Advisors to clarify plan design so that documents output is efficient and accurately reflects the customer expectationsManage work priorities in a multifunctional environmentInvestigate and resolve escalated issues or complaintsAssess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needsParticipate in projects as requestedWhat do you need to succeed?In-depth knowledge of Group benefits and Group Division StructureIn-depth understanding of Group Client Services procedures and available servicesIn-depth knowledge of Plan administration systems and their interdependenciesAn understanding of the sales office distribution network, sales practices and proceduresNegotiation skills with the ability to work towards acceptable outcomes; offer solutionsAnalytical, organized and a self-starterAttention to detailAbility to multi-task to achieve delivery datesEffective issue resolution skillsEffective in a team setting; also able to work independentlySuperior verbal and written communication skills; ability to "talk with a customer"Ability to work under pressure, meet customer needs and adapt to a changing environmentBilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.Whatxe2x80x99s in it for you?Wexe2x80x99re proud to be a Best Workplace for Hybrid Work by Great Place to Workxc2xae CanadaWellness programs that support the three pillars of your health xe2x80x93 mental, physical and financialFitness and wellness programs that help you balance work and life and enjoy a healthier lifestyleFluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needsThe 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 .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: 47,000/47 000 - 77,000/77 000Job Category: Customer Service / OperationsPosting End Date: 01/04/2025

Sun Life Financial