National manager leading Sun Life’s Client Relationship Centre for group retirement clients. Coaching teams and optimizing service delivery across Canadian regional operations.
Responsibilities
Lead a team of Client Relationship Centre Representatives supporting Responsive and Conserve segment clients
Establish and monitor annual individual and team objectives, including quality standards, turnaround times, speed of answer and service delivery practices
Ensure consistent, quality virtual service delivery across regional locations in line with best practices and the Business Development model
Participate in optimizing the Client Relationship Centre service delivery model
Support change management and champion continuous improvement and innovation
Ensure execution and adoption of change initiatives and sustainability of change and quality
Lead and support direct reports in delivering plan sponsor requests, plan design changes and problem resolutions
Develop team competencies and leverage individual strengths and talents
Track, report and monitor team metrics for efficient and accurate execution of client requests
Requirements
University degree (or equivalent work experience), preferably with emphasis in finance or business administration
Minimum 8–10 years work experience with knowledge of the financial services industry, specifically group retirement services
Strong knowledge of compliance and legislation in the group retirement industry
Management experience
Ability to build, coach and support a high-performing team
Strong client relationship management skills
Strong knowledge of operational practices, processes, technologies and financial management
Strong negotiating and influencing skills
Strong organizational and time management skills
Excellent oral and written communication, facilitation and presentation skills
French and English bilingualism, both oral and written, required for Quebec only
Ability to travel to regional operations in Montreal, Toronto, Waterloo, Calgary and Vancouver
RPA or CEBS designation, IFIC or CSC designation, and Group annuity plans advisor licence with the AMF listed as assets
Benefits
Ongoing learning, training, and coaching as you grow your career
A friendly, collaborative, and interactive team environment
Hybrid work arrangement with the choice and flexibility to work from both the office and virtually
Incentive plans for eligible employees, subject to individual and company performance
Supportive, flexible, and inclusive work environment
Application accommodations for persons with disabilities
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