Group Benefits - Sun Advantage Service Associate

Sun Life; Edmonton; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Edmonton is seeking a dedicated professional to support multiple clients in a fast-paced environment. The ideal candidate will have 1-3 years of experience in a service-related role and a strong understanding of Group Benefits. At our company, you will thrive in a collaborative, friendly culture focused on achieving client satisfaction and enhancing team success.

Benefits

Collaborative and inclusive culture

Opportunity for professional growth

Working in a digital environment

Qualifications

• Minimum of 1 to 3 years relevant work experience in a Service-related role.
• Ability to work independently and as part of a high functioning team.
• Time management and organizational skills.

Responsibilities

• Review and gather data needed for quoting and installation of new business.
• Provide sales support to the Account Executive and Plan Advisors.
• Share ideas with team members to improve service delivery.

Skills

Client empathy and commitment to providing excellent service

Strong knowledge of Group Benefits

Analytical and problem-solving abilities

Excellent oral and written communication skills

Education

High School Diploma or higher

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Overview

Contract- Ending in December 2026

Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?

Accountabilities

• Review and gather data needed for quoting and for the installation of new business or amendments to existing business
• Provide sales support to the Account Executive and Plan Advisors during / after installation of new and amended accounts
• Work closely with SunAdvantage business partners to successfully manage and support Advisor’s in force block of business
• Manage target dates with Advisors with respect to new business and / or plan design changes
• Understand Advisor wants and needs and take action to meet and exceed them
• Share ideas with team members that could improve service delivery and processes
• Actively participate in huddles & team meetings and share learnings in a constructive manner.
• Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update

What you need to succeed

• Minimum of 1 to 3 years relevant work experience in a Service-related role
• Strong knowledge of Group Benefits
• Client empathy and commitment to providing excellent service and Client experience
• Ability to build strong working relationships
• Ability to work independently and as part of a high functioning team
• Analytical and problem-solving abilities
• Ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
• Time management and organizational skills
• Excellent oral and written communication skills
• Proficient in technological systems such as Word, Excel, PowerPoint
• High School Diploma or higher
• There may be times when additional work beyond the normal work day is required

Why join Sun Life

• 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
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement