Service Specialist

Sunlife; Southwestern Ontario; Hybrid; CAD 62,000 - 93,000; Full time

Benefits offered by this job

Hybrid work model

Collaborative culture

Professional growth opportunities

Job summary

Sun Life is hiring a Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. You will service a block of business, assist in acquiring and installing new business, and collaborate with the Implementation Team to ensure smooth transitions for clients.

Requirements include 2+ years in Group Benefits, post-secondary education, and strong communication and problem-solving skills.

Qualifications

• Minimum of 2 years experience / Strong knowledge of Group Benefits with an understanding of products, processes and distribution
• 3 to 5 years relevant work experience in a service-related role
• Post-secondary education
• Client empathy and commitment to providing an excellent service and Client experience
• Ability to build strong working relationships
• Ability to work independently and as part of a high functioning team
• Strong analytical and problem solving abilities
• Proven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
• Excellent oral and written communication skills
• Proficient in technological systems such as Word, Excel, PowerPoint etc.
• Strong time management and organizational skills
• Ability to manage deadlines and to work using influence and negotiation
• Strong conflict management skills

Responsibilities

• Arrange service calls with clients and meet to discuss and proactively promote Sunlife group benefit products & services
• Prepare for and delivery plan member education sessions and benefit fairs
• Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
• Participate in finalist presentations
• Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
• Understand client wants and needs and take action to meet and exceed them
• Work closely with Implementation Team and new clients during the implementation process to successfully install new business
• Meet with new clients to gather data critical to installation of new business
• Prepare revisions for plan design changes and implement new plan design changes
• Manage target dates with clients and Advisors with respect to plan design changes
• Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
• Actively participates in huddles & team meetings and shares learnings in a constructive manner.

Skills

Client empathy

Communication skills

Time management

Organizational skills

Problem solving

Teamwork

Education

Post-secondary education

Tools

MS Office

CRM systems

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

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 an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

What will you do

• Arrange service calls with clients and meet to discuss and proactively promote Sunlife group benefit products & services
• Prepare for and delivery plan member education sessions and benefit fairs
• Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
• Participate in finalist presentations
• Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
• Understand client wants and needs and take action to meet and exceed them
• Work closely with Implementation Team and new clients during the implementation process to successfully install new business
• Meet with new clients to gather data critical to installation of new business
• Prepare revisions for plan design changes and implement new plan design changes
• Manage target dates with clients and Advisors with respect to plan design changes
• Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
• Actively participates in huddles & team meetings and shares learnings in a constructive manner.

What do you need to succeed

• Minimum of 2 years experience / Strong knowledge of Group Benefits with an understanding of products, processes and distribution
• 3 to 5 years relevant work experience in a service-related role
• Post-secondary education
• Client empathy and commitment to providing an excellent service and Client experience
• Ability to build strong working relationships
• Ability to work independently and as part of a high functioning team
• Strong analytical and problem solving abilities
• Proven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
• Excellent oral and written communication skills
• Proficient in technological systems such as Word, Excel, PowerPoint etc.
• Strong time management and organizational skills
• Ability to manage deadlines and to work using influence and negotiation
• Strong conflict management skills

Specific requirements

• Valid drivers license
• Some travel will be required in this role
• There may be times when additional work beyond the normal work day is required

Why join Sun Life

• Being a member of the Sunlife family, a group of people united by our Purpose: to help Clients and Employees build lifetime financial security and lead 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

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.

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

62,000/62 000 - 93,000/93 000

Job Category

Sales - Client Relationship Management

Posting End Date

19/11/2026