Service Associate, SunAdvantage

Sun Life Financial; Ottawa; Hybrid; CAD 49,000 - 77,000; Full time

Job summary

A leading financial services company in Ontario is seeking a Service Associate to support clients in Group Benefits. You'll work closely with Account Executives to ensure client needs are met and participate in business development activities. Candidates should have strong customer service skills, a background in Group Benefits, and be bilingual in English and French. This position offers a collaborative work environment and opportunities for growth while supporting multiple clients.

Benefits

Collaborative and inclusive culture

Opportunities for growth

Flexible work options

Qualifications

• Minimum of 1 to 3 years relevant work experience in a Service-related role.
• Strong client focus to provide an excellent experience.
• Ability to manage high volumes of work efficiently.

Responsibilities

• Support multiple high-touch clients with their needs.
• Gather data for quoting and installation of new business.
• Provide sales support during/after installation of accounts.
• Manage target dates for new business with Advisors.

Skills

Client empathy and commitment to service

Strong knowledge of Group Benefits

Analytical and problem-solving abilities

Time management and organizational skills

Excellent oral and written communication skills

Ability to work independently and collaboratively

Bilingualism (French, English)

Education

High School Diploma or higher

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

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

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

We are looking for a Service Associate to join SunAdvantage in the Group Benefits Business Development area. In this role, you will partner with an Account Executive in establishing and maintaining relationships for a portfolio of SunAdvantage Consultants and Advisors. You will have a joint responsibility of ensuring all aspects of the Advisor and Broker needs are met in a timely and satisfactory manner, as well supporting business development activities such as quotes activity, sales, etc. This role will report to the Service Manager, Business Development.

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

Successful candidate

• 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

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

• There may be times when additional work beyond the normal work day is required

• High School Diploma or higher

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

#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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

49,000/49 000 - 77,000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

05/01/2026