Administrative Consultant (Group Benefits)

Sun Life Financial; Montreal; Hybrid; CAD 45,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Administrative Consultant, where you'll play a pivotal role in managing group benefits for clients. This hybrid position offers the chance to work closely with dynamic teams, ensuring smooth administration and communication for benefit plans. You'll utilize your expertise in client relationship management and data management tools to provide exceptional support to Plan Sponsors and members. With a commitment to diversity and inclusion, this organization fosters a collaborative environment where your contributions can truly make a difference. Embrace the opportunity to grow your career while making life brighter for clients across Canada.

Benefits

Flexible Benefits

Career Development Opportunities

Inclusive Work Environment

Networking Potential

Qualifications

• 5 years of client relationship management experience required.
• Proficiency with data management tools like Excel is essential.

Responsibilities

• Manage inquiries from Plan Sponsors and Plan Members.
• Provide ongoing support and education to Plan Sponsors.

Skills

Client Relationship Management

Data Management (Excel)

Problem Solving

Bilingualism (French, English)

Multitasking

Education

Post-Secondary Degree

Tools

OASIS

GBA & Member Enrolment Web applications

Chess

SIEBEL

Genesis

Job 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:

The Administrative Consultant (Group Benefits) is the key contact for the external client's outsourced group benefits administration services. The incumbent is responsible to plan and execute the ongoing administration management of new and existing AdminPlus clients. This includes developing member communication strategies, documenting administrative processes for the supporting admin operations team, partnering with the AdminPlus customer care centre, analyzing trends/issues/successes on the portfolio and ensuring the client's data integrity. The role also entails working in tandem with the implementation team forthe implementation ofnew AdminPlus clients.

This role is a blend of providing customized support, information and training to AdminPlus plansponsors throughout their annual benefit enrolment cycle and during other member events (e.g., New hires, life events, terminations, severances, annual salary increases, etc). The incumbent is expected to plan, build, test, create processes and consult with our business partners on communication, legal, contracts, compliance and IT.

What will you do?

• Utilize project management methodology to address annual events such as re-enrolments and new client installations and all client/member mass mailings (i.e. planning, communication, training, client requirements and execution)

• ManagePlan Sponsorinquiries through all incoming mediums including potential interaction with Plan Members

• Track and record Plan Member and Plan Sponsor inquiries and escalations

• Apply problem solving methodology to resolve adhoc issues

• Provide initial and ongoing support to Plan Sponsors

• Provide Member education and support (includes: face to face, written and verbal means)

• Interact with individual plan members through employee life cycle (new hires, life events, retirement/termination, and ongoing member changes)

• Establish and participate in the evolving processes and materials for this specialized product offering (i.e. work flow, training, processes, execution, operational excellence and quality assurance)

• Provide input to the creation of customized forms, letters and other communication materials

What do you need to succeed?

• Post-Secondary degree in a related discipline or equivalent work experience

• 5 years client relationship management experience

• Proficiency with data management tools such as Excel

• Ability to analyze, organize, prioritize and problem solve

• Ability to work with some degree of flexibility in order to manage continually changing priorities

• Ability to multitask and work under pressure while maintaining a high degree of accuracy

• Contribute to a positive, friendly and motivated team environment while being challenged with an ever-changing business need

• Must have a positive attitude, a commitment to quality service and be able to cope with the stress inherent in the nature of multitasking and meeting client deadlines

• Strong team player, with a high interest in working in cross-functional team environment

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

Preferred skills:

• Group Benefits administration knowledge

• Flex Benefits knowledge

• HR benefits administration system knowledge

• Knowledge of methodologies and techniques for participating in workshops and testing deliverables

• Knowledge of existing SLF systems, OASIS, GBA & Member Enrolment Web applications, Chess, SIEBEL and Genesis would be an asset

Unique requirements:

• This is a hybrid position requiring attendance to the office twice per week

• Overtime may be required as dictated by work

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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 [e-mail] .

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.

Job Category:

Customer Service / Operations

Posting End Date:

23/05/2025