Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Représentant, Traitements Clients à temps plein dans une entreprise de services financiers. Traiter les cotisations et demandes d'adhésion tout en offrant un excellent service client.
Responsibilities
- Process individual and group contributions.
- Process plan participants' enrollment requests.
- Process inter-fund transfers of client/plan participant assets.
- Process cash withdrawals and registered plan transfers between financial institutions.
- Review and mail checks.
- Prepare participant information packages and take appropriate actions at the default stage.
- Perform plan and participant maintenance tasks in SARR.
- Handle basic information requests, answer phone calls, and related duties.
- Foster relationships with administrative staff to deliver the best possible customer experience.
Requirements
- Bilingual (French and English) required only for Quebec.
- Strong customer service focus with a positive, proactive attitude.
- Ability to use Microsoft Office tools effectively at an intermediate level (Word, Excel and Outlook); daily use of Excel.
- Excellent written and verbal communication skills.
- Proven organizational skills and ability to work in a dynamic, fast-changing environment.
- Experience in a results-oriented role with tight deadlines.
- Ability to pay close attention to detail when performing routine tasks.
- Motivated and flexible team player.
- Ability to complete assigned tasks in accordance with business processing rules and documented procedures, and to make decisions based on those guidelines.
- Ability to respond to standard communications within service delivery timeframes.
- Reliability rating and security clearance — only candidates who receive a job offer will be required to undergo these checks.
Benefits
- Professional development: We offer opportunities for career advancement, access to leading learning programs and tuition reimbursement, up to $2,000 per year.
- Health and well-being: We offer flexible medical and dental coverage, as well as $5,000 coverage for mental health care, to support your well-being.
- Time off: In addition to vacation and personal days, we provide a dedicated volunteer day to support community involvement.
- Financial security: Employees have access to a pension plan with employer matching contributions, an employee share purchase plan, and other investment options.
- Rewards and recognition: We offer recognition programs, employee discounts, and celebrate significant service milestones.
- Sense of belonging: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social committees, and various events.
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