Plan Specialist

Waterloo, QC, Canada

Job Description


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.:Location: HybridAs a Plan Specialist, you will support a positive Group Benefits client experience via the successful set up and revision of group plans on various systems. This role demands strong technical skills, workflow management ability as well as a passion for high quality customer service.What will you do?

  • Processing new business and/or revisions within established service standards (accuracy & timeliness).
  • Respond to inquiries from customers and internal business partners
  • Interpretation of plan design details; seek clarification to ensure "right" outcome
  • Understanding and analysis of customer needs to recommend system setup that supports those needs
  • Partnering with Service Representatives, Implementation Specialists, Customers and Advisors to clarify plan design so that system setup is efficient and accurate
  • Investigate and resolve escalated issues or complaints
  • Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer\'s business needs
What do you need to succeed?
  • Effective analytical and resolution skills
  • Computer literacy and strong attention to details
  • Ability to work independently with a sense of initiative and self-reliance
  • Ability to multitask in a multi-functional environment with shifting priorities
  • Strong organizational and time management skills
  • Proven skills in client service
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.
Asset:
  • Bilingualism in both French and English (outside of Quebec)
  • Knowledge of Group Benefits, with knowledge of Plan Administration systems (Chess and Oasis) and/or Group Client Services process knowledge
  • Minimum 2 years of post-secondary education
Other:
  • Overtime may be required during peak periods.
  • Ability to work flexible hours during periods of peak volumes.
What\xe2\x80\x99s in it for you?
  • A caring, supportive, and inclusive culture
  • Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Wellness programs that support the three pillars of your health \xe2\x80\x93 mental, physical and financial
  • We\xe2\x80\x99re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work\xc2\xae Canada
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office
#LI-HybridThe 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: 43,200/43 200 - 70,800/70 800Job Category: Customer Service / OperationsPosting End Date: 26/05/2024

Sun Life Financial

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Job Detail

  • Job Id
    JD2302768
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $43200 - 70800 per year
  • Employment Status
    Permanent
  • Job Location
    Waterloo, QC, Canada
  • Education
    Not mentioned