Manager leading Sun Life’s Prospr service-to-sales teams across insurance and wealth support. Coaching employees, improving operations and identifying client-focused sales opportunities.
Responsibilities
Lead, coach and develop a team of Insurance and Wealth Associates and Sales Support Administrators
Translate Prospr priorities and strategy into clear team objectives, operating routines and measurable outcomes
Manage day-to-day performance and reinforce accountability through 1:1s, team huddles and performance conversations
Build and monitor employee development plans
Create an inclusive team environment and support employees through change
Manage performance issues in partnership with HR and leadership
Strengthen the team’s ability to understand client needs, resolve inquiries and identify relevant sales opportunities across life, health and wealth solutions
Ensure product, process and marketplace knowledge supports the client journey from application through claim or post-sale service
Oversee campaign delivery, maintenance and client outreach
Promote a client-first mindset and fair treatment through coaching, quality review and issue resolution
Monitor operational indicators including talk time, call volume, service levels, pending applications and approval rates
Lead workforce planning and scheduling decisions
Identify process gaps, control needs, automation opportunities and knowledge requirements
Triage client inquiries and escalations and ensure clear, timely documentation and follow-up
Partner with Analytics and stakeholders to interpret trends, recommend improvements and share insights with leadership
Support implementation of new capabilities, business requirements and change management initiatives
Collaborate with Prospr Sales Managers and cross-functional partners to align service, sales and operational execution
Communicate changes, clarify impacts and refocus objectives when priorities shift
Contribute insights, recommended actions and balanced assessments to leadership discussions
Requirements
Proven people leadership experience in a licensed contact centre, service, sales support or financial services environment
Strong coaching, performance management and employee development capability
Experience setting goals, monitoring performance and giving actionable feedback
Sound knowledge of Sun Life Individual Insurance and Investment products
Strong operational judgment and analytical ability
Comfort using data to identify trends, root causes and improvement opportunities
Excellent communication, facilitation and stakeholder management skills
Strong planning and prioritization skills
Experience with workforce planning and scheduling in a fast-paced environment
Knowledge of Salesforce.com or a comparable Client Relationship Management platform
Bilingualism in French and English, both oral and written, required for Quebec only
Travel may be required
Flexibility to support extended-hours service operations may be required
Benefits
Annual incentive plan (AIP)
Comprehensive benefits
Employee-matched pension plan
Stock purchase plan
Flexible work arrangement with choice to work from the office and virtually
Career development opportunities
Positive, dynamic and collaborative work environment
Accommodation available in the application process
Potential eligibility for sales incentive plans for certain sales-focused roles
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