Service Specialist

Sun Life Assurance Company of Canada; 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

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

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.

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 deliver 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 3 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
• Unique 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

What’s in it for you?

We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada

Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

Flexible Benefits from the day you join to meet the needs of you and your family.

Pension, stock and savings programs to help build and enhance your future financial security.

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

Salary Range: 65,000/65 000 - 98,000/98 000

Job Category: Sales - Client Relationship Management

Posting End Date: 16/11/2026

Shine together At Sun Life, you can be your most brilliant self.

Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive.

Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter We’re a global company with a passion for people.

Our purpose is to help Clients achieve lifetime financial security and live healthier lives.

As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant

There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future With an optimistic eye on a brighter future, we drive to innovate.

Be part of leading change, push boundaries and try new ways of working.

Use data to drive bold actions. Be agile and pivot as we test and learn.

At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.

Join us. Together, we can make the future brighter.

Join a top employer for a brighter future.