Client Services Specialist - Group Benefits (Hybrid)

Sun Life; Toronto; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Flexible Benefits

Hybrid work environment

Pension and savings programs

Job summary

Sun Life is seeking a Service Specialist for SunSolutions & National Accounts within Group Benefits. You will service a block of business and support acquisition and installation of new plans. You report to the Service Manager, Business Development.

You will arrange client meetings, educate plan members, train Administrators, and collaborate with cross-functional teams to ensure smooth implementation and ongoing support. Strong communication and organizational skills are essential.

Qualifications

• Minimum of 3 years of experience in a service-related role with Group Benefits knowledge.
• Post-secondary education completed.
• Excellent client empathy and commitment to service excellence.
• Ability to build strong working relationships and work in a high-performing team.
• Strong communication skills, both oral and written.
• Proficiency with Word, Excel and PowerPoint.

Responsibilities

• Arrange service calls with clients and promote Sunlife group benefits products and services.
• Deliver plan member education sessions and benefit fairs.
• Train Advisors on E-Services and administrative practices.
• Participate in finalist presentations and design improvements to service delivery.
• Collaborate with Implementation Team during onboarding of new clients.
• Meet with new clients to gather data for new business installations.
• Monitor plan design changes and update revisions accordingly.

Skills

Group Benefits knowledge

Client empathy

Communication skills

Time management

Team collaboration

Education

Post-secondary education

Tools

Word

Excel

PowerPoint

Job description

Sun Life is seeking a Service Specialist for SunSolutions & National Accounts within Group Benefits. You will service a block of business and support acquisition and installation of new plans. You report to the Service Manager, Business Development.

You will arrange client meetings, educate plan members, train Administrators, and collaborate with cross-functional teams to ensure smooth implementation and ongoing support. Strong communication and organizational skills are essential.