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.

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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?

• 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
• 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
• 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.

What do you need to succeed?

• 3 to 5 years relevant work experience in a service-related role, demonstrating excellent customer service and empathy
• Strong Group Benefits business knowledge with an understanding of products, processes and distribution
• Ability to work independently and as part of a high functioning team
• Strong analytical and problem-solving abilities
• Proven ability to meet goals, deadlines, manage high volumes of work and work collaboratively within the team, and across multiple teams
• Excellent oral communication, written communication with strong time management and organizational skills
• Proficient in technological systems such as Word, Excel, PowerPoint etc.
• Strong conflict management skills

Notes/Unique requirements:

• This role may also require overtime when required
• Valid drivers license and vehicle is necessary as there is some travel required in this role to support our clients

What\xe2\x80\x99s in it for you?

• Flexible Benefits from the day you join to meet the needs of you and your family.
• 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.
• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• We are honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work\xc2\xae Canada

#LI-Hybrid

The 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: 51,100/51 100 - 82,800/82 800

Job Category: Sales - Client Relationship Management

Posting End Date: 01/09/2023

Sun Life Financial