Consultant, Insurance Best Practice

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:

Reporting to the Best Practice Manager, the Best Practice Consultant plays a crucial role in developing and implementing priority initiatives across Individual Insurance Operations, encompassing New Business, In-force, and Claims. This position ensures consistency, supports organizational needs, drives change, and delivers outcomes that achieve performance excellence and foster business growth.

The Insurance Best Practice team is a key enablement partner for Insurance Operations and Retail Advice and Solutions, maintaining close working relationships with partners to execute impactful changes. Our diverse team is structured into four specialized PODs:

• Innovation, Digital & Process Design: Leads and consults on innovation and improvement initiatives.

• Product & Specialty Marketing: Develops process and change management plans to support product launches, enhancements, and promotional campaigns.

• Risk Management: Partners with Operational Risk Management to identify, assess, and mitigate risk issues across Insurance Operations.

• Knowledge Management and Continuous Improvement: Improves and maintains workflows, forms, tools, and knowledge management systems.

While the team collaborates regularly, we are recruiting consultants for the Innovation, Digital and Process Design, Product & Specialty Marketing, and Risk Management PODs.

What will you do?

• Support transformational initiatives across the business as a strategic consultant

• Lead and support project deliverables, including impact analysis, training support, and benefit measurement

• Develop and implement new digital tools to support the Insurance customer value stream

• Identify improvement opportunities and champion proposals

• Support risk identification and execute management action plans

• Liaise between business and Audit teams, participate in preparation, walkthroughs, and testing

• Manage company policies related to records management and business continuity

• Interpret and adapt processes to meet new regulatory requirements

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.

What do you need to succeed:

• Knowledge of Individual Insurance products and distribution channels

• Strong analytical and decision-making skills with the ability to translate data into actionable insights

• Proven experience in leading and supporting projects and initiatives

• Ability to contribute to strategies and execute business plans

• Passion for delivering exceptional client experiences and driving continuous improvement

• Excellent oral and written communication, facilitation, and presentation skills

• Strong prioritization and time management capabilities

• Collaborative mindset with the ability to influence stakeholders across various levels

• Adaptability and comfort with ambiguity in a fast-paced environment

• Attention to detail balanced with big-picture understanding

Preferred Qualifications:

• Training in Six Sigma, Lean, or other process improvement methodologies

• Project Management Professional (PMP) designation or Lean Six Sigma Greenbelt certification

• Proficiency in data analysis tools (Excel, Tableau)

• Operational management experience

• LOMA – ACS for Insurance certification

• Experience working with legal, compliance, distribution, or product teams

This role offers an exciting opportunity to drive meaningful change and contribute to the success of our Insurance Operations. If you're a strategic thinker with a passion for process improvement and customer experience, we encourage you to apply and join our dynamic team.

Reasons why you should join us under the Sun:

• A caring, supportive, and inclusive culture

• A collaborative and interactive team environment

• Working together, sharing common values, and encouraging growth & achievement

#LI-MC1 #LI-Hybrid

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 thebrightside@sunlife.com.

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:

Business Analysis - Process

Posting End Date:

07/05/2025

About the company

Sun Life Financial Inc. is a Canadian financial services company.