Service Specialist

Sun Life Assurance Company of Canada; Toronto; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Best Workplace for Hybrid Work

Flexible Benefits

Pension & stock program

Job summary

Sun Life Assurance Company of Canada is seeking a Client Services professional to arrange service calls, educate plan members, and support Plan Administrators and Advisors during implementation and ongoing service. You will promote Sun Life group benefit products and help deliver excellent client experiences.

With 3+ years in group benefits and post-secondary education, you will build strong relationships, meet deadlines, and work effectively in a collaborative team.

Qualifications

• Minimum 3 years experience in Group Benefits and understanding of products, processes and distribution.
• 3 to 5 years in a service-related role with strong client focus.
• Post-secondary education is required.

Responsibilities

• Arrange service calls with clients and discuss and promote Sun Life group benefit products & services.
• Prepare for and deliver plan member education sessions and benefit fairs.
• Train and update Plan Administrators and Advisors on E-Services and practices.
• Support Plan Administrators and Advisors by solving issues and improving processes.
• Work with Implementation Team during onboarding of new clients and data gathering.

Skills

Client service

Communication

Analytical thinking

Time management

Team collaboration

Negotiation

Education

Post-secondary education

Tools

Microsoft Office

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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