Service Specialist at Sun Life, responsible for client service and support in Group Benefits. Engaging with clients for plan implementation and delivering education sessions.
Responsibilities
Arrange service calls with clients and meet to discuss and proactively 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 our E-Services and our Administrative Practices
Participate in finalist presentations
Provide ongoing support to Plan Administrators and Plan Advisors by actively finding solutions to issues
Work closely with Implementation Team and new clients during the implementation process
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 updates
Requirements
Minimum of 2 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
Benefits
Flexible Benefits from the day you join to meet the needs of you and your family
Commitment to creating an inclusive and respectful environment
Opportunity to move along a variety of career paths with amazing networking potential
Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
Certification for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
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